Creative Planning’s World Kinect Corp WKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
+9,489
| New | +$269K | ﹤0.01% | 2992 |
|
|
2025
Q1 | – | Sell |
-33
| Closed | -$908 | – | 3712 |
|
|
2024
Q4 | $908 | Buy |
+33
| New | +$908 | ﹤0.01% | 3512 |
|
|
2023
Q4 | – | Sell |
-150
| Closed | -$3.37K | – | 3008 |
|
|
2023
Q3 | $3.37K | Buy |
+150
| New | +$3.37K | ﹤0.01% | 2713 |
|
|
2022
Q2 | – | Sell |
-150
| Closed | -$4K | – | 2439 |
|
|
2022
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 2217 |
|
|
2017
Q3 | – | Sell |
-1,585
| Closed | -$61K | – | 3604 |
|
|
2017
Q2 | $61K | Sell |
1,585
-300
| -16% | -$11.5K | ﹤0.01% | 2346 |
|
|
2017
Q1 | $68K | Buy |
1,885
+170
| +10% | +$6.13K | ﹤0.01% | 2228 |
|
|
2016
Q4 | $79K | Buy |
1,715
+57
| +3% | +$2.63K | ﹤0.01% | 2014 |
|
|
2016
Q3 | $77K | Buy |
1,658
+73
| +5% | +$3.39K | ﹤0.01% | 2026 |
|
|
2016
Q2 | $75K | Hold |
1,585
| – | – | ﹤0.01% | 1845 |
|
|
2016
Q1 | $77K | Hold |
1,585
| – | – | ﹤0.01% | 1786 |
|
|
2015
Q4 | $61K | Hold |
1,585
| – | – | ﹤0.01% | 1938 |
|
|
2015
Q3 | $57K | Buy |
+1,585
| New | +$57K | ﹤0.01% | 1940 |
|
|
2015
Q2 | – | Sell |
-1,585
| Closed | -$91K | – | 2883 |
|
|
2015
Q1 | $91K | Hold |
1,585
| – | – | ﹤0.01% | 1623 |
|
|
2014
Q4 | $74K | Hold |
1,585
| – | – | ﹤0.01% | 1721 |
|
|
2014
Q3 | $63K | Buy |
1,585
+200
| +14% | +$7.95K | ﹤0.01% | 1750 |
|
|
2014
Q2 | $68K | Hold |
1,385
| – | – | ﹤0.01% | 1655 |
|
|
2014
Q1 | $61K | Hold |
1,385
| – | – | ﹤0.01% | 1676 |
|
|
2013
Q4 | $60K | Hold |
1,385
| – | – | ﹤0.01% | 1484 |
|
|
2013
Q3 | $52K | Hold |
1,385
| – | – | ﹤0.01% | 1484 |
|
|
2013
Q2 | $55K | Buy |
+1,385
| New | +$55K | ﹤0.01% | 1332 |
|