Creative Planning’s Costamare CMRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
|
|||||
|
2025
Q1 | $490K | Sell |
|
|||||
|
2024
Q4 | $688K | Sell |
|
|||||
|
2024
Q3 | $866K | Buy |
|
|||||
|
2024
Q2 | $905K | Buy |
|
|||||
|
2024
Q1 | $594K | Buy |
|
|||||
|
2023
Q4 | $530K | Buy |
|
|||||
|
2023
Q3 | $331K | Sell |
|
|||||
|
2023
Q2 | $348K | Buy |
|
|||||
|
2023
Q1 | $157K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $114K | Sell |
|
|||||
|
2022
Q2 | $209K | Buy |
|
|||||
|
2022
Q1 | $236K | Sell |
|
|||||
|
2021
Q4 | $408K | Sell |
|
|||||
|
2021
Q3 | $849K | Buy |
|
|||||
|
2021
Q2 | $556K | Buy |
|
|||||
|
2021
Q1 | $348K | Sell |
|
|||||
|
2020
Q4 | $327K | Buy |
|
|||||
|
2020
Q3 | $124K | Buy |
|
|||||
|
2020
Q2 | $61K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $192K | Buy |
|
|||||
|
2019
Q1 | $104K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $180K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $3K | Hold |
|
|||||
|
2017
Q1 | $3K | Sell |
|
|||||
|
2016
Q4 | $186K | Buy |
|
|||||
|
2016
Q3 | $214K | Hold |
|
|||||
|
2016
Q2 | $180K | Buy |
|
|||||
|
2016
Q1 | $12K | Hold |
|
|||||
|
2015
Q4 | $15K | Buy |
|
|||||
|
2015
Q3 | $5K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $33K | Buy |
|