Creative Planning’s Journey Medical DERM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $69.4K | Hold |
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|
2024
Q4 | $46K | Hold |
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|
2024
Q3 | $66.5K | Hold |
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|
2024
Q2 | $66.3K | Hold |
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|
2024
Q1 | $43.3K | Hold |
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|
2023
Q4 | $67.8K | Sell |
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|
2023
Q3 | $37.7K | Buy |
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|
2023
Q2 | $18.7K | Hold |
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|
2023
Q1 | $18.5K | Hold |
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|
2022
Q4 | $22.6K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $44K | Buy |
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