Creative Planning’s Mission Produce AVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
+14,501
| New | +$170K | ﹤0.01% | 3273 |
|
|
2025
Q1 | – | Sell |
-12,711
| Closed | -$183K | – | 3457 |
|
|
2024
Q4 | $183K | Buy |
12,711
+1,485
| +13% | +$21.3K | ﹤0.01% | 2990 |
|
|
2024
Q3 | $144K | Buy |
11,226
+858
| +8% | +$11K | ﹤0.01% | 2941 |
|
|
2024
Q2 | $102K | Sell |
10,368
-1,109
| -10% | -$11K | ﹤0.01% | 2820 |
|
|
2024
Q1 | $136K | Buy |
+11,477
| New | +$136K | ﹤0.01% | 2642 |
|