Creative Planning’s Collective Growth Corporation Class A Common Stock CGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-21,000
Closed -$209K 2473
2021
Q1
$209K Buy
+21,000
New +$209K ﹤0.01% 2025