Creative Planning’s High Tide HITI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3K | Hold |
13,192
| – | – | ﹤0.01% | 3538 |
|
|
2025
Q1 | $24.9K | Buy |
13,192
+333
| +3% | +$629 | ﹤0.01% | 3368 |
|
|
2024
Q4 | $39.7K | Buy |
12,859
+1,000
| +8% | +$3.09K | ﹤0.01% | 3259 |
|
|
2024
Q3 | $24.3K | Hold |
11,859
| – | – | ﹤0.01% | 3141 |
|
|
2024
Q2 | $26.2K | Hold |
11,859
| – | – | ﹤0.01% | 2946 |
|
|
2024
Q1 | $24.1K | Sell |
11,859
-260
| -2% | -$528 | ﹤0.01% | 2806 |
|
|
2023
Q4 | $19.8K | Sell |
12,119
-350
| -3% | -$571 | ﹤0.01% | 2680 |
|
|
2023
Q3 | $23.1K | Buy |
12,469
+350
| +3% | +$648 | ﹤0.01% | 2555 |
|
|
2023
Q2 | $15K | Sell |
12,119
-50
| -0.4% | -$62 | ﹤0.01% | 2489 |
|
|
2023
Q1 | $16.6K | Hold |
12,169
| – | – | ﹤0.01% | 2387 |
|
|
2022
Q4 | $18.7K | Sell |
12,169
-133
| -1% | -$205 | ﹤0.01% | 2288 |
|
|
2022
Q3 | $17K | Sell |
12,302
-100
| -0.8% | -$138 | ﹤0.01% | 2150 |
|
|
2022
Q2 | $25K | Buy |
12,402
+310
| +3% | +$625 | ﹤0.01% | 2088 |
|
|
2022
Q1 | $55K | Sell |
12,092
-20
| -0.2% | -$91 | ﹤0.01% | 2041 |
|
|
2021
Q4 | $51K | Sell |
12,112
-2
| -0% | -$8 | ﹤0.01% | 1997 |
|
|
2021
Q3 | $76K | Sell |
12,114
-198
| -2% | -$1.24K | ﹤0.01% | 1962 |
|
|
2021
Q2 | $98K | Buy |
+12,312
| New | +$98K | ﹤0.01% | 1862 |
|