Creative Planning’s Cantaloupe CTLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$137K Sell
2025
Q2
$310K Buy
2023
Q4
Sell
2023
Q3
$12.4K Buy
2016
Q2
Sell
2016
Q1
$4K Buy
2015
Q4
$0 Hold
2015
Q3
$0 Buy
2015
Q2
Sell
2015
Q1
$0 Buy