Creative Planning’s Commerce.com, Inc. Series 1 Common Stock CMRC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $118K | Sell |
23,659
-1,538
| -6% | -$7.69K | ﹤0.01% | 3375 |
|
2025
Q1 | $145K | Buy |
25,197
+4,634
| +23% | +$26.7K | ﹤0.01% | 3154 |
|
2024
Q4 | $126K | Sell |
20,563
-3,562
| -15% | -$21.8K | ﹤0.01% | 3099 |
|
2024
Q3 | $141K | Buy |
24,125
+381
| +2% | +$2.23K | ﹤0.01% | 2949 |
|
2024
Q2 | $191K | Buy |
23,744
+3,269
| +16% | +$26.3K | ﹤0.01% | 2673 |
|
2024
Q1 | $141K | Buy |
20,475
+2,428
| +13% | +$16.7K | ﹤0.01% | 2630 |
|
2023
Q4 | $176K | Buy |
18,047
+424
| +2% | +$4.13K | ﹤0.01% | 2461 |
|
2023
Q3 | $174K | Buy |
17,623
+1,042
| +6% | +$10.3K | ﹤0.01% | 2277 |
|
2023
Q2 | $165K | Sell |
16,581
-21
| -0.1% | -$209 | ﹤0.01% | 2249 |
|
2023
Q1 | $148K | Sell |
16,602
-1,589
| -9% | -$14.2K | ﹤0.01% | 2181 |
|
2022
Q4 | $159K | Buy |
18,191
+22
| +0.1% | +$192 | ﹤0.01% | 2060 |
|
2022
Q3 | $269K | Sell |
18,169
-1,199
| -6% | -$17.8K | ﹤0.01% | 1707 |
|
2022
Q2 | $314K | Sell |
19,368
-1,418
| -7% | -$23K | ﹤0.01% | 1570 |
|
2022
Q1 | $455K | Sell |
20,786
-2,300
| -10% | -$50.3K | ﹤0.01% | 1370 |
|
2021
Q4 | $817K | Sell |
23,086
-459
| -2% | -$16.2K | ﹤0.01% | 1045 |
|
2021
Q3 | $1.19M | Buy |
23,545
+300
| +1% | +$15.2K | ﹤0.01% | 870 |
|
2021
Q2 | $1.51M | Sell |
23,245
-4,494
| -16% | -$292K | ﹤0.01% | 776 |
|
2021
Q1 | $1.6M | Buy |
27,739
+1,015
| +4% | +$58.7K | ﹤0.01% | 807 |
|
2020
Q4 | $1.71M | Buy |
+26,724
| New | +$1.71M | ﹤0.01% | 724 |
|