CREATIVE PLANNING – Transaction History
CREATIVE PLANNING portfolio value:
80.91M
portfolio value
CREATIVE PLANNING quarter portfolio value change:
-9.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +25.85% | 349.95K shares | 9.50M | 1.70M | |
| Q2 2022 | share | Increase | +17.53% | 201.86K shares | -660K | 1.35M | |
| Q1 2022 | share | Increase | +41.68% | 338.81K shares | 19.60M | 1.15M | |
| Q4 2021 | share | Increase | +54.15% | 285.57K shares | 18.40M | 812.93K | |
| Q3 2021 | share | Increase | +44.29% | 161.86K shares | 10.41M | 527.35K | |
| Q2 2021 | share | Increase | +64.24% | 142.95K shares | 9.81M | 365.48K | |
| Q1 2021 | share | Increase | +130.52% | 125.99K shares | 8.32M | 222.52K | |
| Q4 2020 | share | Increase | 0.00% | 96.53K shares | 5.51M | 96.53K |