Creative Planning’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
16,170
+4,636
| +40% | +$262K | ﹤0.01% | 1938 |
|
|
2025
Q1 | $558K | Buy |
11,534
+2,169
| +23% | +$105K | ﹤0.01% | 2182 |
|
|
2024
Q4 | $569K | Buy |
9,365
+1,381
| +17% | +$83.9K | ﹤0.01% | 2100 |
|
|
2024
Q3 | $440K | Buy |
7,984
+3,758
| +89% | +$207K | ﹤0.01% | 2214 |
|
|
2024
Q2 | $205K | Sell |
4,226
-2,268
| -35% | -$110K | ﹤0.01% | 2647 |
|
|
2024
Q1 | $419K | Buy |
6,494
+2,880
| +80% | +$186K | ﹤0.01% | 1985 |
|
|
2023
Q4 | $226K | Buy |
+3,614
| New | +$226K | ﹤0.01% | 2317 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$4K | – | 2049 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 4010 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 4061 |
|
|
2016
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 4033 |
|