Creative Planning’s Flexible Solutions FSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40,000
| Closed | -$100K | – | 2353 |
|
|
2020
Q4 | $100K | Hold |
40,000
| – | – | ﹤0.01% | 1969 |
|
|
2020
Q3 | $82K | Hold |
40,000
| – | – | ﹤0.01% | 1809 |
|
|
2020
Q2 | $82K | Hold |
40,000
| – | – | ﹤0.01% | 1668 |
|
|
2020
Q1 | $47K | Hold |
40,000
| – | – | ﹤0.01% | 1610 |
|
|
2019
Q4 | $103K | Hold |
40,000
| – | – | ﹤0.01% | 1735 |
|
|
2019
Q3 | $94K | Hold |
40,000
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q2 | $180K | Hold |
40,000
| – | – | ﹤0.01% | 1640 |
|
|
2019
Q1 | $89K | Hold |
40,000
| – | – | ﹤0.01% | 1704 |
|
|
2018
Q4 | $54K | Hold |
40,000
| – | – | ﹤0.01% | 1681 |
|
|
2018
Q3 | $59K | Hold |
40,000
| – | – | ﹤0.01% | 1824 |
|
|
2018
Q2 | $64K | Hold |
40,000
| – | – | ﹤0.01% | 1800 |
|
|
2018
Q1 | $64K | Hold |
40,000
| – | – | ﹤0.01% | 1780 |
|
|
2017
Q4 | $73K | Hold |
40,000
| – | – | ﹤0.01% | 1752 |
|
|
2017
Q3 | $69K | Hold |
40,000
| – | – | ﹤0.01% | 1736 |
|
|
2017
Q2 | $74K | Hold |
40,000
| – | – | ﹤0.01% | 2187 |
|
|
2017
Q1 | $59K | Hold |
40,000
| – | – | ﹤0.01% | 2335 |
|
|
2016
Q4 | $53K | Hold |
40,000
| – | – | ﹤0.01% | 2332 |
|
|
2016
Q3 | $89K | Hold |
40,000
| – | – | ﹤0.01% | 1914 |
|
|
2016
Q2 | $56K | Buy |
+40,000
| New | +$56K | ﹤0.01% | 2049 |
|