CREATIVE PLANNING – Transaction History
CREATIVE PLANNING portfolio value:
20.25M
portfolio value
CREATIVE PLANNING quarter portfolio value change:
-0.51%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +112.57% | 219.11K shares | 10.67M | 413.76K | |
| Q2 2022 | share | Increase | +177.80% | 124.58K shares | 6.11M | 194.65K | |
| Q1 2022 | share | Decrease | -12.13% | -9.66K shares | -522K | 70.06K | |
| Q4 2021 | share | Decrease | -14.17% | -13.16K shares | -675K | 79.73K | |
| Q3 2021 | share | Decrease | -43.79% | -72.36K shares | -3.62M | 92.90K | |
| Q2 2021 | share | Increase | 0.00% | 165.26K shares | 8.28M | 165.26K |