Creative Planning’s WHITING USA TRUST I UNITS OF BENE INT WHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,800
| Closed | -$3K | – | 4433 |
|
|
2014
Q4 | $3K | Buy |
1,800
+200
| +13% | +$333 | ﹤0.01% | 3683 |
|
|
2014
Q3 | $4K | Hold |
1,600
| – | – | ﹤0.01% | 3388 |
|
|
2014
Q2 | $4K | Sell |
1,600
-2,200
| -58% | -$5.5K | ﹤0.01% | 3274 |
|
|
2014
Q1 | $10K | Buy |
3,800
+1,400
| +58% | +$3.68K | ﹤0.01% | 2731 |
|
|
2013
Q4 | $13K | Sell |
2,400
-300
| -11% | -$1.63K | ﹤0.01% | 2444 |
|
|
2013
Q3 | $12K | Sell |
2,700
-600
| -18% | -$2.67K | ﹤0.01% | 2388 |
|
|
2013
Q2 | $12K | Buy |
+3,300
| New | +$12K | ﹤0.01% | 2206 |
|