Creative Planning
AUMN

Creative Planning’s Golden Minerals Company AUMN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-14,052
Closed -$9K 2369
2021
Q1
$9K Buy
+14,052
New +$9K ﹤0.01% 2326
2020
Q1
Sell
-31,066
Closed -$10K 1939
2019
Q4
$10K Sell
31,066
-47,266
-60% -$15.2K ﹤0.01% 1860
2019
Q3
$19K Buy
+78,332
New +$19K ﹤0.01% 1827
2017
Q3
Sell
-11,997
Closed -$7K 3714
2017
Q2
$7K Buy
11,997
+9,764
+437% +$5.7K ﹤0.01% 3799
2017
Q1
$1K Sell
2,233
-14,000
-86% -$6.27K ﹤0.01% 4388
2016
Q4
$9K Buy
16,233
+14,000
+627% +$7.76K ﹤0.01% 3576
2016
Q3
$2K Buy
2,233
+1,217
+120% +$1.09K ﹤0.01% 4139
2016
Q2
$1K Hold
1,016
﹤0.01% 4097
2016
Q1
$0 Sell
1,016
-70
-6% ﹤0.01% 4412
2015
Q4
$0 Buy
1,086
+70
+7% ﹤0.01% 4450
2015
Q3
$0 Buy
+1,016
New ﹤0.01% 4244
2015
Q2
Sell
-2,440
Closed -$1K 2988
2015
Q1
$1K Hold
2,440
﹤0.01% 3952
2014
Q4
$1K Sell
2,440
-60
-2% -$25 ﹤0.01% 3893
2014
Q3
$2K Buy
2,500
+1,000
+67% +$800 ﹤0.01% 3605
2014
Q2
$2K Hold
1,500
﹤0.01% 3438
2014
Q1
$1K Buy
1,500
+440
+42% +$293 ﹤0.01% 3425
2013
Q4
$1K Sell
1,060
-40
-4% -$38 ﹤0.01% 3237
2013
Q3
$1K Sell
1,100
-400
-27% -$364 ﹤0.01% 3129
2013
Q2
$2K Buy
+1,500
New +$2K ﹤0.01% 2855