Creative Planning’s Westwater Resources WWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92K | Sell |
16,500
-792
| -5% | -$476 | ﹤0.01% | 3578 |
|
|
2025
Q1 | $9.54K | Buy |
17,292
+281
| +2% | +$155 | ﹤0.01% | 3403 |
|
|
2024
Q4 | $12.1K | Hold |
17,011
| – | – | ﹤0.01% | 3359 |
|
|
2024
Q3 | $8.78K | Sell |
17,011
-100
| -0.6% | -$52 | ﹤0.01% | 3175 |
|
|
2024
Q2 | $8.24K | Buy |
17,111
+292
| +2% | +$141 | ﹤0.01% | 2980 |
|
|
2024
Q1 | $8.24K | Hold |
16,819
| – | – | ﹤0.01% | 2833 |
|
|
2023
Q4 | $9.5K | Buy |
+16,819
| New | +$9.5K | ﹤0.01% | 2698 |
|
|
2021
Q2 | – | Sell |
-12,139
| Closed | -$65K | – | 2351 |
|
|
2021
Q1 | $65K | Buy |
+12,139
| New | +$65K | ﹤0.01% | 2240 |
|
|
2019
Q2 | – | Sell |
-239
| Closed | -$2K | – | 1969 |
|
|
2019
Q1 | $2K | Buy |
239
+1
| +0.4% | +$8 | ﹤0.01% | 1847 |
|
|
2018
Q4 | $2K | Sell |
238
-18
| -7% | -$151 | ﹤0.01% | 1800 |
|
|
2018
Q3 | $3K | Hold |
256
| – | – | ﹤0.01% | 1929 |
|
|
2018
Q2 | $5K | Sell |
256
-20
| -7% | -$391 | ﹤0.01% | 1906 |
|
|
2018
Q1 | $8K | Hold |
276
| – | – | ﹤0.01% | 1888 |
|
|
2017
Q4 | $15K | Sell |
276
-74
| -21% | -$4.02K | ﹤0.01% | 1852 |
|
|
2017
Q3 | $25K | Buy |
350
+14
| +4% | +$1K | ﹤0.01% | 1811 |
|
|
2017
Q2 | $25K | Hold |
336
| – | – | ﹤0.01% | 3004 |
|
|
2017
Q1 | $32K | Buy |
336
+198
| +143% | +$18.9K | ﹤0.01% | 2771 |
|
|
2016
Q4 | $9K | Hold |
138
| – | – | ﹤0.01% | 3571 |
|
|
2016
Q3 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 3527 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4358 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4402 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 4439 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 4241 |
|
|
2015
Q2 | – | Sell |
-3
| Closed | -$3K | – | 2905 |
|
|
2015
Q1 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 3684 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 4198 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 4012 |
|