Creative Planning’s Cardiovascular Systems, Inc. CSII Stock Holding History

Creative Planning’s Portfolio CSII Stock Details CSII Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,794	Closed	-$334K	–	2748
2023 Q1	$334K	Sell	16,794 -1,142	-6%	-$22.7K	﹤0.01%	1732
2022 Q4	$244K	Buy	17,936 +1,142	+7%	+$15.6K	﹤0.01%	1868
2022 Q3	$233K	Buy	16,794 +34	+0.2%	+$472	﹤0.01%	1795
2022 Q2	$241K	Buy	16,760 +4,046	+32%	+$58.2K	﹤0.01%	1756
2022 Q1	$287K	Buy	12,714 +2,671	+27%	+$60.3K	﹤0.01%	1663
2021 Q4	$189K	Buy	10,043 +359	+4%	+$6.76K	﹤0.01%	1883
2021 Q3	$318K	Sell	9,684 -1,211	-11%	-$39.8K	﹤0.01%	1553
2021 Q2	$465K	Buy	10,895 +969	+10%	+$41.4K	﹤0.01%	1322
2021 Q1	$381K	Buy	9,926 +200	+2%	+$7.68K	﹤0.01%	1600
2020 Q4	$426K	Buy	9,726 +1,312	+16%	+$57.5K	﹤0.01%	1386
2020 Q3	$331K	Buy	8,414 +1,000	+13%	+$39.3K	﹤0.01%	1336
2020 Q2	$234K	Hold	7,414	–	–	﹤0.01%	1428
2020 Q1	$261K	Hold	7,414	–	–	﹤0.01%	1228
2019 Q4	$360K	Buy	7,414 +10	+0.1%	+$486	﹤0.01%	1287
2019 Q3	$352K	Sell	7,404 -200	-3%	-$9.51K	﹤0.01%	1259
2019 Q2	$326K	Buy	+7,604	New	+$326K	﹤0.01%	1311
2017 Q3	–	Sell	-1,209	Closed	-$39K	–	3842
2017 Q2	$39K	Hold	1,209	–	–	﹤0.01%	2702
2017 Q1	$34K	Hold	1,209	–	–	﹤0.01%	2731
2016 Q4	$29K	Buy	1,209 +209	+21%	+$5.01K	﹤0.01%	2800
2016 Q3	$24K	Hold	1,000	–	–	﹤0.01%	2914
2016 Q2	$18K	Hold	1,000	–	–	﹤0.01%	2854
2016 Q1	$10K	Hold	1,000	–	–	﹤0.01%	3211
2015 Q4	$15K	Hold	1,000	–	–	﹤0.01%	3011
2015 Q3	$16K	Buy	+1,000	New	+$16K	﹤0.01%	2892
2015 Q2	–	Sell	-1,000	Closed	-$39K	–	3103
2015 Q1	$39K	Hold	1,000	–	–	﹤0.01%	2188
2014 Q4	$30K	Hold	1,000	–	–	﹤0.01%	2338
2014 Q3	$24K	Hold	1,000	–	–	﹤0.01%	2406
2014 Q2	$31K	Hold	1,000	–	–	﹤0.01%	2176
2014 Q1	$32K	Hold	1,000	–	–	﹤0.01%	2089
2013 Q4	$34K	Sell	1,000 -800	-44%	-$27.2K	﹤0.01%	1866
2013 Q3	$36K	Buy	1,800 +800	+80%	+$16K	﹤0.01%	1728
2013 Q2	$21K	Buy	+1,000	New	+$21K	﹤0.01%	1912