Creative Planning’s Cantaloupe CTLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
+28,238
| New | +$310K | ﹤0.01% | 2862 |
|
|
2023
Q4 | – | Sell |
-1,991
| Closed | -$12.4K | – | 2787 |
|
|
2023
Q3 | $12.4K | Buy |
+1,991
| New | +$12.4K | ﹤0.01% | 2600 |
|
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$4K | – | 4215 |
|
|
2016
Q1 | $4K | Buy |
1,000
+990
| +9,900% | +$3.96K | ﹤0.01% | 3626 |
|
|
2015
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4279 |
|
|
2015
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4180 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | – | – | 1431 |
|
|
2015
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4079 |
|