Creative Planning’s Fisker Inc. FSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,919
| Closed | -$38.4K | – | 2952 |
|
|
2023
Q4 | $38.4K | Sell |
21,919
-9,005
| -29% | -$15.8K | ﹤0.01% | 2647 |
|
|
2023
Q3 | $199K | Buy |
30,924
+4,437
| +17% | +$28.5K | ﹤0.01% | 2237 |
|
|
2023
Q2 | $149K | Sell |
26,487
-5,507
| -17% | -$31.1K | ﹤0.01% | 2265 |
|
|
2023
Q1 | $196K | Sell |
31,994
-3,075
| -9% | -$18.9K | ﹤0.01% | 2126 |
|
|
2022
Q4 | $255K | Buy |
35,069
+5,921
| +20% | +$43K | ﹤0.01% | 1828 |
|
|
2022
Q3 | $220K | Buy |
29,148
+3,786
| +15% | +$28.6K | ﹤0.01% | 1838 |
|
|
2022
Q2 | $217K | Sell |
25,362
-4,546
| -15% | -$38.9K | ﹤0.01% | 1821 |
|
|
2022
Q1 | $386K | Buy |
29,908
+10,814
| +57% | +$140K | ﹤0.01% | 1475 |
|
|
2021
Q4 | $300K | Buy |
19,094
+3,816
| +25% | +$60K | ﹤0.01% | 1625 |
|
|
2021
Q3 | $224K | Buy |
15,278
+377
| +3% | +$5.53K | ﹤0.01% | 1790 |
|
|
2021
Q2 | $287K | Sell |
14,901
-4,806
| -24% | -$92.6K | ﹤0.01% | 1583 |
|
|
2021
Q1 | $339K | Sell |
19,707
-291
| -1% | -$5.01K | ﹤0.01% | 1690 |
|
|
2020
Q4 | $293K | Buy |
+19,998
| New | +$293K | ﹤0.01% | 1622 |
|