CREATIVE PLANNING – Transaction History
CREATIVE PLANNING portfolio value:
34.49M
portfolio value
CREATIVE PLANNING quarter portfolio value change:
-6.63%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.55% | -3.60K shares | -2.65M | 651.50K | |
| Q2 2022 | share | Decrease | -0.95% | -6.30K shares | -3.67M | 655.10K | |
| Q1 2022 | share | Decrease | -1.01% | -6.72K shares | -58K | 661.41K | |
| Q4 2021 | share | Decrease | -7.47% | -53.91K shares | -1.85M | 668.13K | |
| Q3 2021 | share | Decrease | -3.72% | -27.88K shares | -2.32M | 722.05K | |
| Q2 2021 | share | Decrease | -2.77% | -21.38K shares | 358K | 749.93K | |
| Q1 2021 | share | Decrease | -4.56% | -36.83K shares | 765K | 771.31K | |
| Q4 2020 | share | Increase | +601.00% | 692.86K shares | 38.40M | 808.14K | |
| Q3 2020 | share | Increase | +3.10% | 3.46K shares | 479K | 115.28K | |
| Q2 2020 | share | Increase | 0.00% | 111.81K shares | 5.04M | 111.81K |