Creative Planning’s Westmoreland Coal Company WLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-35,016
| Closed | -$14K | – | 2036 |
|
|
2018
Q1 | $14K | Sell |
35,016
-95,000
| -73% | -$38K | ﹤0.01% | 1871 |
|
|
2017
Q4 | $157K | Buy |
130,016
+81,710
| +169% | +$98.7K | ﹤0.01% | 1657 |
|
|
2017
Q3 | $123K | Sell |
48,306
-81,186
| -63% | -$207K | ﹤0.01% | 1677 |
|
|
2017
Q2 | $631K | Sell |
129,492
-139,995
| -52% | -$682K | ﹤0.01% | 895 |
|
|
2017
Q1 | $3.91M | Buy |
269,487
+52,772
| +24% | +$766K | 0.02% | 261 |
|
|
2016
Q4 | $3.83M | Sell |
216,715
-22,160
| -9% | -$392K | 0.02% | 257 |
|
|
2016
Q3 | $2.12M | Buy |
238,875
+238,745
| +183,650% | +$2.11M | 0.01% | 362 |
|
|
2016
Q2 | $1K | Buy |
+130
| New | +$1K | ﹤0.01% | 4140 |
|