Creative Planning’s Climb Global Solutions CLMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
2,074
+75
| +4% | +$8.02K | ﹤0.01% | 3137 |
|
|
2025
Q1 | $221K | Buy |
1,999
+180
| +10% | +$19.9K | ﹤0.01% | 2976 |
|
|
2024
Q4 | $231K | Buy |
+1,819
| New | +$231K | ﹤0.01% | 2862 |
|
|
2017
Q1 | – | Sell |
-245
| Closed | -$5K | – | 4511 |
|
|
2016
Q4 | $5K | Buy |
+245
| New | +$5K | ﹤0.01% | 3857 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$2K | – | 3658 |
|
|
2014
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3258 |
|
|
2013
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3198 |
|
|
2013
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3079 |
|