Creative Planning’s Covenant Logistics CVLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+8,308
| New | +$200K | ﹤0.01% | 3207 |
|
|
2017
Q1 | – | Sell |
-268
| Closed | -$3K | – | 4519 |
|
|
2016
Q4 | $3K | Buy |
+268
| New | +$3K | ﹤0.01% | 4039 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$9K | – | 4027 |
|
|
2014
Q3 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 2947 |
|