Creative Planning’s BARK BARK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,470
| Closed | -$48.7K | – | 3461 |
|
|
2024
Q4 | $48.7K | Buy |
+26,470
| New | +$48.7K | ﹤0.01% | 3238 |
|
|
2023
Q4 | – | Sell |
-50,308
| Closed | -$60.4K | – | 2741 |
|
|
2023
Q3 | $60.4K | Buy |
50,308
+7,300
| +17% | +$8.76K | ﹤0.01% | 2445 |
|
|
2023
Q2 | $57.2K | Buy |
+43,008
| New | +$57.2K | ﹤0.01% | 2406 |
|
|
2023
Q1 | – | Sell |
-20,000
| Closed | -$29.8K | – | 2552 |
|
|
2022
Q4 | $29.8K | Buy |
+20,000
| New | +$29.8K | ﹤0.01% | 2267 |
|
|
2021
Q2 | – | Sell |
-29,000
| Closed | -$322K | – | 2021 |
|
|
2021
Q1 | $322K | Buy |
+29,000
| New | +$322K | ﹤0.01% | 1723 |
|