Creative Planning’s Centerra Gold CGAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,337
| Closed | -$69.5K | – | 3195 |
|
|
2024
Q2 | $69.5K | Sell |
10,337
-10,000
| -49% | -$67.2K | ﹤0.01% | 2875 |
|
|
2024
Q1 | $120K | Sell |
20,337
-225
| -1% | -$1.33K | ﹤0.01% | 2659 |
|
|
2023
Q4 | $123K | Hold |
20,562
| – | – | ﹤0.01% | 2535 |
|
|
2023
Q3 | $101K | Buy |
20,562
+296
| +1% | +$1.45K | ﹤0.01% | 2383 |
|
|
2023
Q2 | $122K | Buy |
20,266
+41
| +0.2% | +$246 | ﹤0.01% | 2302 |
|
|
2023
Q1 | $131K | Buy |
20,225
+166
| +0.8% | +$1.07K | ﹤0.01% | 2201 |
|
|
2022
Q4 | $104K | Hold |
20,059
| – | – | ﹤0.01% | 2127 |
|
|
2022
Q3 | $88K | Sell |
20,059
-29
| -0.1% | -$127 | ﹤0.01% | 2024 |
|
|
2022
Q2 | $136K | Buy |
20,088
+29
| +0.1% | +$196 | ﹤0.01% | 1922 |
|
|
2022
Q1 | $197K | Buy |
20,059
+59
| +0.3% | +$579 | ﹤0.01% | 1894 |
|
|
2021
Q4 | $154K | Sell |
20,000
-17
| -0.1% | -$131 | ﹤0.01% | 1910 |
|
|
2021
Q3 | $137K | Hold |
20,017
| – | – | ﹤0.01% | 1904 |
|
|
2021
Q2 | $152K | Buy |
+20,017
| New | +$152K | ﹤0.01% | 1822 |
|