Creative Planning’s Gaia GAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,122
| Closed | -$124K | – | 2115 |
|
|
2021
Q3 | $124K | Sell |
13,122
-9,568
| -42% | -$90.4K | ﹤0.01% | 1915 |
|
|
2021
Q2 | $249K | Hold |
22,690
| – | – | ﹤0.01% | 1659 |
|
|
2021
Q1 | $270K | Sell |
22,690
-10,000
| -31% | -$119K | ﹤0.01% | 1826 |
|
|
2020
Q4 | $323K | Hold |
32,690
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q3 | $321K | Hold |
32,690
| – | – | ﹤0.01% | 1362 |
|
|
2020
Q2 | $274K | Sell |
32,690
-3,500
| -10% | -$29.3K | ﹤0.01% | 1348 |
|
|
2020
Q1 | $321K | Hold |
36,190
| – | – | ﹤0.01% | 1142 |
|
|
2019
Q4 | $289K | Hold |
36,190
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q3 | $237K | Hold |
36,190
| – | – | ﹤0.01% | 1490 |
|
|
2019
Q2 | $274K | Buy |
+36,190
| New | +$274K | ﹤0.01% | 1419 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$1K | – | 2514 |
|
|
2017
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4332 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$11K | – | 1724 |
|
|
2015
Q1 | $11K | Buy |
+1,500
| New | +$11K | ﹤0.01% | 3085 |
|