Creative Planning’s Willbros Group WG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$5K | – | 4337 |
|
|
2017
Q2 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 3980 |
|
|
2017
Q1 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 3945 |
|
|
2016
Q4 | $6K | Sell |
2,000
-500
| -20% | -$1.5K | ﹤0.01% | 3830 |
|
|
2016
Q3 | $5K | Hold |
2,500
| – | – | ﹤0.01% | 3835 |
|
|
2016
Q2 | $6K | Hold |
2,500
| – | – | ﹤0.01% | 3516 |
|
|
2016
Q1 | $5K | Hold |
2,500
| – | – | ﹤0.01% | 3585 |
|
|
2015
Q4 | $7K | Sell |
2,500
-300
| -11% | -$840 | ﹤0.01% | 3485 |
|
|
2015
Q3 | $4K | Buy |
+2,800
| New | +$4K | ﹤0.01% | 3711 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$5K | – | 3508 |
|
|
2015
Q1 | $5K | Sell |
1,500
-150
| -9% | -$500 | ﹤0.01% | 3505 |
|
|
2014
Q4 | $10K | Hold |
1,650
| – | – | ﹤0.01% | 3100 |
|
|
2014
Q3 | $14K | Buy |
1,650
+150
| +10% | +$1.27K | ﹤0.01% | 2730 |
|
|
2014
Q2 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 2497 |
|
|
2014
Q1 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 2391 |
|
|
2013
Q4 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 2399 |
|
|
2013
Q3 | $14K | Sell |
1,500
-300
| -17% | -$2.8K | ﹤0.01% | 2297 |
|
|
2013
Q2 | $11K | Buy |
+1,800
| New | +$11K | ﹤0.01% | 2252 |
|