Creative Planning’s Western Refining Inc WNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,260
| Closed | -$255K | – | 4929 |
|
|
2017
Q1 | $255K | Buy |
7,260
+732
| +11% | +$25.7K | ﹤0.01% | 1345 |
|
|
2016
Q4 | $247K | Buy |
6,528
+2,214
| +51% | +$83.8K | ﹤0.01% | 1289 |
|
|
2016
Q3 | $114K | Buy |
4,314
+1,159
| +37% | +$30.6K | ﹤0.01% | 1754 |
|
|
2016
Q2 | $65K | Sell |
3,155
-438
| -12% | -$9.02K | ﹤0.01% | 1954 |
|
|
2016
Q1 | $105K | Buy |
3,593
+1,735
| +93% | +$50.7K | ﹤0.01% | 1595 |
|
|
2015
Q4 | $66K | Sell |
1,858
-525
| -22% | -$18.6K | ﹤0.01% | 1880 |
|
|
2015
Q3 | $105K | Buy |
+2,383
| New | +$105K | ﹤0.01% | 1562 |
|
|
2015
Q2 | – | Sell |
-1,633
| Closed | -$81K | – | 4070 |
|
|
2015
Q1 | $81K | Buy |
1,633
+174
| +12% | +$8.63K | ﹤0.01% | 1689 |
|
|
2014
Q4 | $55K | Buy |
1,459
+839
| +135% | +$31.6K | ﹤0.01% | 1941 |
|
|
2014
Q3 | $26K | Sell |
620
-5,681
| -90% | -$238K | ﹤0.01% | 2355 |
|
|
2014
Q2 | $237K | Buy |
6,301
+6,000
| +1,993% | +$226K | ﹤0.01% | 942 |
|
|
2014
Q1 | $12K | Buy |
301
+1
| +0.3% | +$40 | ﹤0.01% | 2652 |
|
|
2013
Q4 | $13K | Sell |
300
-50
| -14% | -$2.17K | ﹤0.01% | 2447 |
|
|
2013
Q3 | $11K | Hold |
350
| – | – | ﹤0.01% | 2445 |
|
|
2013
Q2 | $10K | Buy |
+350
| New | +$10K | ﹤0.01% | 2304 |
|