Creative Planning’s Abundia Global Impact Group AGIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q4 | $1K | Sell |
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|
2019
Q3 | $2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Sell |
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|
2017
Q1 | $1K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $5K | Hold |
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|
2014
Q3 | $10K | Hold |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $18K | Hold |
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|
2013
Q4 | $8K | Hold |
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|
2013
Q3 | $10K | Hold |
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|
2013
Q2 | $9K | Buy |
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