Creative Planning’s American Public Education APEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $340K | Buy |
11,177
+265
| +2% | +$8.07K | ﹤0.01% | 2775 |
|
2025
Q1 | $244K | Buy |
10,912
+10,824
| +12,300% | +$242K | ﹤0.01% | 2900 |
|
2024
Q4 | $1.9K | Buy |
+88
| New | +$1.9K | ﹤0.01% | 3445 |
|
2017
Q3 | – | Sell |
-100
| Closed | -$2K | – | 1939 |
|
2017
Q2 | $2K | Sell |
100
-610
| -86% | -$12.2K | ﹤0.01% | 4193 |
|
2017
Q1 | $16K | Hold |
710
| – | – | ﹤0.01% | 3230 |
|
2016
Q4 | $17K | Sell |
710
-930
| -57% | -$22.3K | ﹤0.01% | 3126 |
|
2016
Q3 | $32K | Buy |
1,640
+1,540
| +1,540% | +$30K | ﹤0.01% | 2661 |
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3765 |
|
2016
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3845 |
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3912 |
|
2015
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3844 |
|
2015
Q2 | – | Sell |
-580
| Closed | -$17K | – | 1152 |
|
2015
Q1 | $17K | Hold |
580
| – | – | ﹤0.01% | 2799 |
|
2014
Q4 | $21K | Sell |
580
-2,520
| -81% | -$91.2K | ﹤0.01% | 2575 |
|
2014
Q3 | $84K | Buy |
3,100
+1,000
| +48% | +$27.1K | ﹤0.01% | 1580 |
|
2014
Q2 | $72K | Hold |
2,100
| – | – | ﹤0.01% | 1623 |
|
2014
Q1 | $74K | Buy |
2,100
+2,000
| +2,000% | +$70.5K | ﹤0.01% | 1566 |
|
2013
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2893 |
|
2013
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2781 |
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2604 |
|