Creative Planning’s American Resources Corp AREC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4K | Buy |
37,892
+15,000
| +66% | +$12.4K | ﹤0.01% | 3534 |
|
|
2025
Q1 | $10.7K | Buy |
22,892
+4,873
| +27% | +$2.28K | ﹤0.01% | 3400 |
|
|
2024
Q4 | $18.2K | Buy |
+18,019
| New | +$18.2K | ﹤0.01% | 3334 |
|
|
2023
Q3 | – | Sell |
-11,500
| Closed | -$22.5K | – | 2821 |
|
|
2023
Q2 | $22.5K | Hold |
11,500
| – | – | ﹤0.01% | 2471 |
|
|
2023
Q1 | $17.3K | Buy |
+11,500
| New | +$17.3K | ﹤0.01% | 2385 |
|