Creative Planning’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Sell |
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|
2025
Q2 | $916K | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $569K | Buy |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4K | Hold |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Buy |
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