Creative Planning’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-30,965
| Closed | -$7K | – | 4319 |
|
|
2015
Q2 | $7K | Buy |
30,965
+1,000
| +3% | +$226 | ﹤0.01% | 1066 |
|
|
2015
Q1 | $19K | Buy |
29,965
+23,050
| +333% | +$14.6K | ﹤0.01% | 2758 |
|
|
2014
Q4 | $10K | Buy |
6,915
+2,970
| +75% | +$4.3K | ﹤0.01% | 3109 |
|
|
2014
Q3 | $9K | Buy |
3,945
+1,000
| +34% | +$2.28K | ﹤0.01% | 2993 |
|
|
2014
Q2 | $16K | Sell |
2,945
-5,050
| -63% | -$27.4K | ﹤0.01% | 2601 |
|
|
2014
Q1 | $60K | Buy |
7,995
+6,982
| +689% | +$52.4K | ﹤0.01% | 1690 |
|
|
2013
Q4 | $17K | Sell |
1,013
-2,467
| -71% | -$41.4K | ﹤0.01% | 2303 |
|
|
2013
Q3 | $49K | Buy |
3,480
+1,895
| +120% | +$26.7K | ﹤0.01% | 1524 |
|
|
2013
Q2 | $16K | Buy |
+1,585
| New | +$16K | ﹤0.01% | 2067 |
|