Creative Planning’s CAE Inc CAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $27K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $41K | Buy |
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|
2017
Q1 | $35K | Hold |
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|
2016
Q4 | $32K | Buy |
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|
2016
Q3 | $26K | Buy |
|