Creative Planning’s VIVINT SOLAR, INC. VSLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-25,185
| Closed | -$249K | – | 2040 |
|
|
2020
Q2 | $249K | Buy |
+25,185
| New | +$249K | ﹤0.01% | 1397 |
|
|
2017
Q3 | – | Sell |
-5,800
| Closed | -$34K | – | 4057 |
|
|
2017
Q2 | $34K | Sell |
5,800
-500
| -8% | -$2.93K | ﹤0.01% | 2796 |
|
|
2017
Q1 | $18K | Hold |
6,300
| – | – | ﹤0.01% | 3169 |
|
|
2016
Q4 | $16K | Buy |
6,300
+500
| +9% | +$1.27K | ﹤0.01% | 3199 |
|
|
2016
Q3 | $18K | Buy |
5,800
+3,000
| +107% | +$9.31K | ﹤0.01% | 3103 |
|
|
2016
Q2 | $9K | Sell |
2,800
-300
| -10% | -$964 | ﹤0.01% | 3296 |
|
|
2016
Q1 | $8K | Hold |
3,100
| – | – | ﹤0.01% | 3320 |
|
|
2015
Q4 | $30K | Hold |
3,100
| – | – | ﹤0.01% | 2521 |
|
|
2015
Q3 | $32K | Buy |
+3,100
| New | +$32K | ﹤0.01% | 2371 |
|
|
2015
Q2 | – | Sell |
-2,100
| Closed | -$25K | – | 3277 |
|
|
2015
Q1 | $25K | Buy |
2,100
+1,500
| +250% | +$17.9K | ﹤0.01% | 2543 |
|
|
2014
Q4 | $6K | Buy |
+600
| New | +$6K | ﹤0.01% | 3372 |
|