Creative Planning’s Ecovyst ECVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
27,311
-33,521
-55% -$276K ﹤0.01% 3131
2025
Q1
$377K Buy
60,832
+2,412
+4% +$15K ﹤0.01% 2550
2024
Q4
$446K Buy
58,420
+13,096
+29% +$100K ﹤0.01% 2328
2024
Q3
$310K Buy
+45,324
New +$310K ﹤0.01% 2492