CREATIVE PLANNING – Transaction History
CREATIVE PLANNING portfolio value:
58.00M
portfolio value
CREATIVE PLANNING quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.55% | 94.70K shares | 1.67M | 1.53M | |
| Q2 2022 | share | Increase | +3.83% | 53.34K shares | -5.49M | 1.44M | |
| Q1 2022 | share | Increase | +7.29% | 94.57K shares | 4.27M | 1.39M | |
| Q4 2021 | share | Increase | +2.33% | 29.55K shares | 5M | 1.29M | |
| Q3 2021 | share | Increase | +9.26% | 107.45K shares | 3.87M | 1.26M | |
| Q2 2021 | share | Decrease | -8.87% | -112.93K shares | -2.79M | 1.16M | |
| Q1 2021 | share | Increase | +3.78% | 46.40K shares | 8.75M | 1.27M | |
| Q4 2020 | share | Decrease | -7.55% | -100.21K shares | 4.32M | 1.22M | |
| Q3 2020 | share | Decrease | -4.04% | -55.93K shares | -815K | 1.32M | |
| Q2 2020 | share | Increase | +7.10% | 91.63K shares | 7.99M | 1.38M | |
| Q1 2020 | share | Decrease | -7.86% | -110.14K shares | -22.11M | 1.29M | |
| Q4 2019 | share | Increase | +5.20% | 69.29K shares | 4.94M | 1.40M | |
| Q3 2019 | share | Increase | +2.20% | 28.69K shares | 1.18M | 1.33M | |
| Q2 2019 | share | Decrease | -1.92% | -25.47K shares | -377K | 1.30M | |
| Q1 2019 | share | Increase | +9.03% | 110.04K shares | 9.00M | 1.32M | |
| Q4 2018 | share | Decrease | -9.55% | -128.70K shares | -11.14M | 1.21M | |
| Q3 2018 | share | Increase | +1.35% | 17.92K shares | 2.09M | 1.34M | |
| Q2 2018 | share | Increase | +1.08% | 14.19K shares | 2.71M | 1.32M | |
| Q1 2018 | share | Increase | +7.19% | 88.21K shares | 1.58M | 1.31M | |
| Q4 2017 | share | Increase | +5.76% | 66.86K shares | 4.63M | 1.22M | |
| Q3 2017 | share | Increase | +4.59% | 50.93K shares | 2.51M | 1.16M | |
| Q2 2017 | share | Increase | +9.64% | 97.50K shares | 3.25M | 1.10M | |
| Q1 2017 | share | Increase | +6.54% | 62.11K shares | 3.01M | 1.01M | |
| Q4 2016 | share | Increase | +1.05% | 9.90K shares | 1.40M | 949.82K | |
| Q3 2016 | share | Increase | +2.17% | 19.97K shares | 1.02M | 939.91K | |
| Q2 2016 | share | Increase | +4.47% | 39.36K shares | 2.16M | 919.94K | |
| Q1 2016 | share | Decrease | -5.05% | -46.87K shares | 387K | 880.57K |