Creative Planning’s Brookdale Senior Living BKD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $349K | Buy |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $151K | Buy |
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|
2024
Q3 | $196K | Sell |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $186K | Buy |
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|
2023
Q4 | $162K | Buy |
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|
2023
Q3 | $112K | Buy |
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|
2023
Q2 | $110K | Buy |
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|
2023
Q1 | $74.2K | Buy |
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|
2022
Q4 | $68.3K | Sell |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $127K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $31K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $7K | Buy |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $11K | Buy |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $17K | Buy |
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|
2014
Q4 | $5K | Buy |
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|
2014
Q3 | $1K | Buy |
|