Creative Planning’s Exco Resources XCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-24,744
| Closed | -$33K | – | 2027 |
|
|
2017
Q3 | $33K | Buy |
24,744
+900
| +4% | +$1.2K | ﹤0.01% | 1799 |
|
|
2017
Q2 | $63K | Buy |
23,844
+271
| +1% | +$716 | ﹤0.01% | 2323 |
|
|
2017
Q1 | $219K | Sell |
23,573
-328
| -1% | -$3.05K | ﹤0.01% | 1421 |
|
|
2016
Q4 | $313K | Sell |
23,901
-7
| -0% | -$92 | ﹤0.01% | 1161 |
|
|
2016
Q3 | $384K | Hold |
23,908
| – | – | ﹤0.01% | 1035 |
|
|
2016
Q2 | $466K | Sell |
23,908
-80
| -0.3% | -$1.56K | ﹤0.01% | 807 |
|
|
2016
Q1 | $356K | Sell |
23,988
-2,600
| -10% | -$38.6K | ﹤0.01% | 895 |
|
|
2015
Q4 | $495K | Buy |
26,588
+80
| +0.3% | +$1.49K | ﹤0.01% | 755 |
|
|
2015
Q3 | $298K | Buy |
26,508
+129
| +0.5% | +$1.45K | ﹤0.01% | 971 |
|
|
2015
Q2 | $467K | Buy |
26,379
+1,062
| +4% | +$18.8K | ﹤0.01% | 685 |
|
|
2015
Q1 | $695K | Buy |
25,317
+3,063
| +14% | +$84.1K | 0.01% | 602 |
|
|
2014
Q4 | $724K | Buy |
22,254
+21
| +0.1% | +$683 | 0.01% | 550 |
|
|
2014
Q3 | $1.11M | Buy |
22,233
+66
| +0.3% | +$3.31K | 0.01% | 366 |
|
|
2014
Q2 | $1.96M | Sell |
22,167
-99
| -0.4% | -$8.75K | 0.03% | 230 |
|
|
2014
Q1 | $1.87M | Buy |
22,266
+10,133
| +84% | +$851K | 0.03% | 209 |
|
|
2013
Q4 | $966K | Buy |
12,133
+11,982
| +7,935% | +$954K | 0.02% | 315 |
|
|
2013
Q3 | $15K | Buy |
151
+16
| +12% | +$1.59K | ﹤0.01% | 2264 |
|
|
2013
Q2 | $15K | Buy |
+135
| New | +$15K | ﹤0.01% | 2100 |
|