Creative Planning’s VTTI Energy Partners LP VTTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,217
| Closed | -$24K | – | 4406 |
|
|
2017
Q2 | $24K | Buy |
1,217
+17
| +1% | +$335 | ﹤0.01% | 3039 |
|
|
2017
Q1 | $23K | Buy |
1,200
+1,000
| +500% | +$19.2K | ﹤0.01% | 3019 |
|
|
2016
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 4119 |
|
|
2016
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 3936 |
|
|
2016
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 3735 |
|
|
2016
Q1 | $4K | Sell |
200
-200
| -50% | -$4K | ﹤0.01% | 3690 |
|
|
2015
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 3416 |
|
|
2015
Q3 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 3354 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$10K | – | 3558 |
|
|
2015
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 3173 |
|
|
2014
Q4 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 3104 |
|