Creative Planning’s Electromed ELMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-26,494	Closed	-$276K	–	2136
2020 Q3	$276K	Sell	26,494 -4,710	-15%	-$49.1K	﹤0.01%	1446
2020 Q2	$480K	Buy	+31,204	New	+$480K	﹤0.01%	1044
2020 Q1	–	Sell	-10,114	Closed	-$87K	–	1785
2019 Q4	$87K	Sell	10,114 -3,000	-23%	-$25.8K	﹤0.01%	1750
2019 Q3	$87K	Sell	13,114 -1,886	-13%	-$12.5K	﹤0.01%	1720
2019 Q2	$82K	Hold	15,000	–	–	﹤0.01%	1749
2019 Q1	$77K	Hold	15,000	–	–	﹤0.01%	1718
2018 Q4	$76K	Hold	15,000	–	–	﹤0.01%	1650
2018 Q3	$98K	Sell	15,000 -5,000	-25%	-$32.7K	﹤0.01%	1774
2018 Q2	$108K	Hold	20,000	–	–	﹤0.01%	1740
2018 Q1	$107K	Sell	20,000 -1,000	-5%	-$5.35K	﹤0.01%	1719
2017 Q4	$127K	Sell	21,000 -5,000	-19%	-$30.2K	﹤0.01%	1687
2017 Q3	$190K	Hold	26,000	–	–	﹤0.01%	1604
2017 Q2	$144K	Hold	26,000	–	–	﹤0.01%	1706
2017 Q1	$128K	Hold	26,000	–	–	﹤0.01%	1778
2016 Q4	$101K	Sell	26,000 -8,000	-24%	-$31.1K	﹤0.01%	1842
2016 Q3	$156K	Buy	34,000 +1,000	+3%	+$4.59K	﹤0.01%	1542
2016 Q2	$127K	Sell	33,000 -300	-0.9%	-$1.16K	﹤0.01%	1516
2016 Q1	$138K	Buy	33,300 +300	+0.9%	+$1.24K	﹤0.01%	1426
2015 Q4	$63K	Hold	33,000	–	–	﹤0.01%	1908
2015 Q3	$59K	Hold	33,000	–	–	﹤0.01%	1913
2015 Q2	$61K	Hold	33,000	–	–	﹤0.01%	999
2015 Q1	$83K	Sell	33,000 -1,000	-3%	-$2.52K	﹤0.01%	1669
2014 Q4	$91K	Buy	+34,000	New	+$91K	﹤0.01%	1586