Creative Planning’s Yanzhou Coal Mining YZC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-650
| Closed | -$4K | – | 4937 |
|
|
2016
Q4 | $4K | Sell |
650
-50
| -7% | -$308 | ﹤0.01% | 4023 |
|
|
2016
Q3 | $5K | Hold |
700
| – | – | ﹤0.01% | 3844 |
|
|
2016
Q2 | $4K | Hold |
700
| – | – | ﹤0.01% | 3753 |
|
|
2016
Q1 | $4K | Sell |
700
-1,100
| -61% | -$6.29K | ﹤0.01% | 3705 |
|
|
2015
Q4 | $8K | Buy |
1,800
+500
| +38% | +$2.22K | ﹤0.01% | 3421 |
|
|
2015
Q3 | $6K | Buy |
+1,300
| New | +$6K | ﹤0.01% | 3524 |
|
|
2015
Q2 | – | Sell |
-5,100
| Closed | -$43K | – | 4076 |
|
|
2015
Q1 | $43K | Sell |
5,100
-1,500
| -23% | -$12.6K | ﹤0.01% | 2120 |
|
|
2014
Q4 | $56K | Buy |
6,600
+5,310
| +412% | +$45.1K | ﹤0.01% | 1925 |
|
|
2014
Q3 | $10K | Sell |
1,290
-1,300
| -50% | -$10.1K | ﹤0.01% | 2932 |
|
|
2014
Q2 | $19K | Hold |
2,590
| – | – | ﹤0.01% | 2501 |
|
|
2014
Q1 | $19K | Buy |
2,590
+900
| +53% | +$6.6K | ﹤0.01% | 2398 |
|
|
2013
Q4 | $16K | Sell |
1,690
-960
| -36% | -$9.09K | ﹤0.01% | 2341 |
|
|
2013
Q3 | $25K | Buy |
2,650
+650
| +33% | +$6.13K | ﹤0.01% | 1984 |
|
|
2013
Q2 | $14K | Buy |
+2,000
| New | +$14K | ﹤0.01% | 2137 |
|