Creative Planning’s CTS Corp CTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
36,146
+5,714
| +19% | +$243K | ﹤0.01% | 1517 |
|
|
2025
Q1 | $1.26M | Buy |
30,432
+10,784
| +55% | +$448K | ﹤0.01% | 1518 |
|
|
2024
Q4 | $1.04M | Buy |
19,648
+4,608
| +31% | +$243K | ﹤0.01% | 1615 |
|
|
2024
Q3 | $728K | Buy |
15,040
+1,870
| +14% | +$90.5K | ﹤0.01% | 1782 |
|
|
2024
Q2 | $667K | Buy |
13,170
+2,852
| +28% | +$144K | ﹤0.01% | 1711 |
|
|
2024
Q1 | $483K | Buy |
+10,318
| New | +$483K | ﹤0.01% | 1868 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$4.17K | – | 2788 |
|
|
2023
Q3 | $4.17K | Buy |
+100
| New | +$4.17K | ﹤0.01% | 2695 |
|