Creative Planning’s Alexander's ALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
1,201
+177
| +17% | +$39.9K | ﹤0.01% | 2982 |
|
|
2025
Q1 | $214K | Sell |
1,024
-54
| -5% | -$11.3K | ﹤0.01% | 3000 |
|
|
2024
Q4 | $216K | Buy |
1,078
+176
| +20% | +$35.2K | ﹤0.01% | 2913 |
|
|
2024
Q3 | $219K | Buy |
902
+9
| +1% | +$2.18K | ﹤0.01% | 2761 |
|
|
2024
Q2 | $201K | Buy |
+893
| New | +$201K | ﹤0.01% | 2657 |
|