Creative Planning’s GoHealth GOCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,324
| Closed | -$12K | – | 2416 |
|
|
2022
Q3 | $12K | Hold |
2,324
| – | – | ﹤0.01% | 2169 |
|
|
2022
Q2 | $21K | Buy |
2,324
+91
| +4% | +$822 | ﹤0.01% | 2102 |
|
|
2022
Q1 | $40K | Buy |
2,233
+1,117
| +100% | +$20K | ﹤0.01% | 2068 |
|
|
2021
Q4 | $63K | Buy |
1,116
+426
| +62% | +$24K | ﹤0.01% | 1983 |
|
|
2021
Q3 | $52K | Buy |
+690
| New | +$52K | ﹤0.01% | 1980 |
|