Creative Planning’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10
| Closed | – | – | 3727 |
|
|
2017
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 4696 |
|
|
2017
Q1 | $0 | Sell |
10
-1,049
| -99% | – | ﹤0.01% | 4718 |
|
|
2016
Q4 | $1K | Buy |
1,059
+1,049
| +10,490% | +$991 | ﹤0.01% | 4344 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 4535 |
|
|
2016
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 4374 |
|
|
2016
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 4416 |
|
|
2015
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4453 |
|
|
2015
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4245 |
|
|
2015
Q1 | – | Sell |
-1,100
| Closed | -$5K | – | 4266 |
|
|
2014
Q4 | $5K | Sell |
1,100
-3,100
| -74% | -$14.1K | ﹤0.01% | 3446 |
|
|
2014
Q3 | $29K | Buy |
+4,200
| New | +$29K | ﹤0.01% | 2261 |
|