Creative Planning’s Sprott Focus Trust FUND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,750
| Closed | -$89K | – | 2114 |
|
|
2021
Q3 | $89K | Buy |
+10,750
| New | +$89K | ﹤0.01% | 1947 |
|
|
2017
Q1 | – | Sell |
-1,908
| Closed | -$13K | – | 4555 |
|
|
2016
Q4 | $13K | Buy |
+1,908
| New | +$13K | ﹤0.01% | 3311 |
|
|
2014
Q2 | – | Sell |
-866
| Closed | -$7K | – | 3701 |
|
|
2014
Q1 | $7K | Buy |
+866
| New | +$7K | ﹤0.01% | 2864 |
|