Creative Planning’s Ellsworth Growth & Income Fund ECF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $129K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $155K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Sell |
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|
2014
Q4 | $28K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $11K | Buy |
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