Creative Planning’s Journey Medical DERM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
32,764
+21,000
| +179% | +$151K | ﹤0.01% | 3089 |
|
|
2025
Q1 | $69.4K | Hold |
11,764
| – | – | ﹤0.01% | 3286 |
|
|
2024
Q4 | $46K | Hold |
11,764
| – | – | ﹤0.01% | 3246 |
|
|
2024
Q3 | $66.5K | Hold |
11,764
| – | – | ﹤0.01% | 3066 |
|
|
2024
Q2 | $66.3K | Hold |
11,764
| – | – | ﹤0.01% | 2878 |
|
|
2024
Q1 | $43.3K | Hold |
11,764
| – | – | ﹤0.01% | 2778 |
|
|
2023
Q4 | $67.8K | Sell |
11,764
-2,000
| -15% | -$11.5K | ﹤0.01% | 2607 |
|
|
2023
Q3 | $37.7K | Buy |
13,764
+2,000
| +17% | +$5.48K | ﹤0.01% | 2498 |
|
|
2023
Q2 | $18.7K | Hold |
11,764
| – | – | ﹤0.01% | 2480 |
|
|
2023
Q1 | $18.5K | Hold |
11,764
| – | – | ﹤0.01% | 2382 |
|
|
2022
Q4 | $22.6K | Hold |
11,764
| – | – | ﹤0.01% | 2280 |
|
|
2022
Q3 | $29K | Hold |
11,764
| – | – | ﹤0.01% | 2130 |
|
|
2022
Q2 | $44K | Buy |
+11,764
| New | +$44K | ﹤0.01% | 2048 |
|