Creative Planning’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.03M | Sell |
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|
2021
Q2 | $4.96M | Buy |
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|
2021
Q1 | $4M | Hold |
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|
2020
Q4 | $3.92M | Hold |
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|
2020
Q3 | $3.22M | Buy |
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|
2020
Q2 | $2.5M | Hold |
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|
2020
Q1 | $1.59M | Sell |
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|
2019
Q4 | $2.38M | Buy |
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|
2019
Q3 | $1.89M | Sell |
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|
2019
Q2 | $2.13M | Buy |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.79M | Buy |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $973K | Hold |
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|
2017
Q3 | $841K | Sell |
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|
2017
Q2 | $869K | Buy |
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|
2017
Q1 | $476K | Sell |
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|
2016
Q4 | $519K | Buy |
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|
2016
Q3 | $402K | Buy |
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