Creative Planning’s Westmoreland Resrc Partners, L.P WMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-118
| Closed | – | – | 4565 |
|
|
2017
Q2 | $0 | Hold |
118
| – | – | ﹤0.01% | 4911 |
|
|
2017
Q1 | $1K | Hold |
118
| – | – | ﹤0.01% | 4464 |
|
|
2016
Q4 | $1K | Hold |
118
| – | – | ﹤0.01% | 4402 |
|
|
2016
Q3 | $1K | Hold |
118
| – | – | ﹤0.01% | 4342 |
|
|
2016
Q2 | $1K | Hold |
118
| – | – | ﹤0.01% | 4173 |
|
|
2016
Q1 | $1K | Buy |
118
+75
| +174% | +$636 | ﹤0.01% | 4160 |
|
|
2015
Q4 | $0 | Hold |
43
| – | – | ﹤0.01% | 4711 |
|
|
2015
Q3 | $0 | Buy |
+43
| New | – | ﹤0.01% | 4339 |
|
|
2015
Q2 | – | Sell |
-43
| Closed | -$1K | – | 4036 |
|
|
2015
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 4026 |
|