Cerity Partners’s Creative Realities CREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
331,926
+16,000
| +5% | +$53.9K | ﹤0.01% | 1468 |
|
|
2025
Q1 | $616K | Hold |
315,926
| – | – | ﹤0.01% | 1646 |
|
|
2024
Q4 | $774K | Hold |
315,926
| – | – | ﹤0.01% | 1532 |
|
|
2024
Q3 | $1.45M | Hold |
315,926
| – | – | ﹤0.01% | 1236 |
|
|
2024
Q2 | $1.48M | Buy |
315,926
+50,000
| +19% | +$235K | ﹤0.01% | 1051 |
|
|
2024
Q1 | $1M | Hold |
265,926
| – | – | ﹤0.01% | 1276 |
|
|
2023
Q4 | $628K | Hold |
265,926
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q3 | $412K | Hold |
265,926
| – | – | ﹤0.01% | 1037 |
|
|
2023
Q2 | $811K | Buy |
+265,926
| New | +$811K | ﹤0.01% | 988 |
|