Creative Planning’s Chart Industries GTLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
12,579
-318
| -2% | -$52.4K | ﹤0.01% | 1280 |
|
|
2025
Q1 | $1.86M | Buy |
12,897
+1,535
| +14% | +$222K | ﹤0.01% | 1216 |
|
|
2024
Q4 | $2.17M | Buy |
11,362
+5,909
| +108% | +$1.13M | ﹤0.01% | 1082 |
|
|
2024
Q3 | $677K | Sell |
5,453
-168
| -3% | -$20.9K | ﹤0.01% | 1841 |
|
|
2024
Q2 | $811K | Buy |
5,621
+2,055
| +58% | +$297K | ﹤0.01% | 1563 |
|
|
2024
Q1 | $587K | Buy |
3,566
+1,677
| +89% | +$276K | ﹤0.01% | 1728 |
|
|
2023
Q4 | $258K | Sell |
1,889
-112
| -6% | -$15.3K | ﹤0.01% | 2200 |
|
|
2023
Q3 | $338K | Buy |
+2,001
| New | +$338K | ﹤0.01% | 1828 |
|
|
2017
Q3 | – | Sell |
-335
| Closed | -$12K | – | 2587 |
|
|
2017
Q2 | $12K | Buy |
335
+215
| +179% | +$7.7K | ﹤0.01% | 3472 |
|
|
2017
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 3981 |
|
|
2016
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 3956 |
|
|
2016
Q3 | $4K | Sell |
120
-200
| -63% | -$6.67K | ﹤0.01% | 3873 |
|
|
2016
Q2 | $8K | Sell |
320
-100
| -24% | -$2.5K | ﹤0.01% | 3328 |
|
|
2016
Q1 | $9K | Sell |
420
-450
| -52% | -$9.64K | ﹤0.01% | 3244 |
|
|
2015
Q4 | $16K | Sell |
870
-200
| -19% | -$3.68K | ﹤0.01% | 2948 |
|
|
2015
Q3 | $21K | Buy |
+1,070
| New | +$21K | ﹤0.01% | 2666 |
|
|
2015
Q2 | – | Sell |
-10,880
| Closed | -$382K | – | 1786 |
|
|
2015
Q1 | $382K | Buy |
10,880
+10,000
| +1,136% | +$351K | ﹤0.01% | 857 |
|
|
2014
Q4 | $30K | Buy |
880
+792
| +900% | +$27K | ﹤0.01% | 2323 |
|
|
2014
Q3 | $5K | Sell |
88
-8,022
| -99% | -$456K | ﹤0.01% | 3225 |
|
|
2014
Q2 | $671K | Buy |
8,110
+8,000
| +7,273% | +$662K | 0.01% | 527 |
|
|
2014
Q1 | $9K | Hold |
110
| – | – | ﹤0.01% | 2751 |
|
|
2013
Q4 | $11K | Sell |
110
-50
| -31% | -$5K | ﹤0.01% | 2514 |
|
|
2013
Q3 | $20K | Buy |
160
+100
| +167% | +$12.5K | ﹤0.01% | 2100 |
|
|
2013
Q2 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 2473 |
|