Creative Planning’s CEL-SCI Corp CVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $6.11K | Hold |
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|
2024
Q4 | $10.6K | Sell |
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|
2024
Q3 | $29.1K | Buy |
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|
2024
Q2 | $30.7K | Hold |
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|
2024
Q1 | $50.6K | Hold |
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|
2023
Q4 | $72.1K | Hold |
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|
2023
Q3 | $33.1K | Hold |
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|
2023
Q2 | $63.9K | Sell |
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|
2023
Q1 | $62.2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $2K | Sell |
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|
2016
Q3 | $30K | Buy |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $30K | Sell |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q3 | $15K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $5K | Hold |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $6K | Buy |
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|
2014
Q1 | – | Hold |
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|
2013
Q3 | – | Hold |
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|
2013
Q2 | – | Hold |
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