CREATIVE PLANNING – Transaction History
CREATIVE PLANNING portfolio value:
185.68M
portfolio value
CREATIVE PLANNING quarter portfolio value change:
+6.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.28% | -118.40K shares | 6.63M | 5.07M | |
| Q2 2022 | share | Decrease | -2.14% | -113.89K shares | -24.37M | 5.19M | |
| Q1 2022 | share | Decrease | -1.51% | -81.27K shares | 26.87M | 5.31M | |
| Q4 2021 | share | Decrease | -2.70% | -149.47K shares | -8.16M | 5.39M | |
| Q3 2021 | share | Increase | +1.42% | 77.65K shares | -14.24M | 5.54M | |
| Q2 2021 | share | Decrease | -11.48% | -708.95K shares | 10.67M | 5.46M | |
| Q1 2021 | share | Decrease | -6.98% | -463.30K shares | 17.99M | 6.17M | |
| Q4 2020 | share | Decrease | -7.74% | -557.07K shares | 26.56M | 6.63M | |
| Q3 2020 | share | Decrease | -6.49% | -499.66K shares | -46.14M | 7.19M | |
| Q2 2020 | share | Increase | 0.00% | 7.69M shares | 189.87M | 7.69M |