Creative Planning’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-170
| Closed | -$3K | – | 3920 |
|
|
2017
Q2 | $3K | Sell |
170
-12
| -7% | -$212 | ﹤0.01% | 4148 |
|
|
2017
Q1 | $3K | Hold |
182
| – | – | ﹤0.01% | 4129 |
|
|
2016
Q4 | $3K | Hold |
182
| – | – | ﹤0.01% | 4094 |
|
|
2016
Q3 | $2K | Hold |
182
| – | – | ﹤0.01% | 4150 |
|
|
2016
Q2 | $2K | Buy |
182
+170
| +1,417% | +$1.87K | ﹤0.01% | 3969 |
|
|
2016
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 4452 |
|
|
2015
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 4487 |
|