Creative Planning’s EMX Royalty EMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.2K | Hold |
14,367
| – | – | ﹤0.01% | 3522 |
|
|
2025
Q1 | $29.3K | Hold |
14,367
| – | – | ﹤0.01% | 3359 |
|
|
2024
Q4 | $24.9K | Sell |
14,367
-1,578
| -10% | -$2.73K | ﹤0.01% | 3303 |
|
|
2024
Q3 | $28.4K | Hold |
15,945
| – | – | ﹤0.01% | 3132 |
|
|
2024
Q2 | $28.7K | Hold |
15,945
| – | – | ﹤0.01% | 2943 |
|
|
2024
Q1 | $27.4K | Sell |
15,945
-35
| -0.2% | -$60 | ﹤0.01% | 2799 |
|
|
2023
Q4 | $25.9K | Hold |
15,980
| – | – | ﹤0.01% | 2666 |
|
|
2023
Q3 | $28.4K | Buy |
+15,980
| New | +$28.4K | ﹤0.01% | 2530 |
|
|
2019
Q2 | – | Sell |
-22,000
| Closed | -$26K | – | 1906 |
|
|
2019
Q1 | $26K | Buy |
+22,000
| New | +$26K | ﹤0.01% | 1790 |
|