Creative Planning’s Ichor Holdings ICHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,735
| Closed | -$220K | – | 3653 |
|
|
2025
Q1 | $220K | Sell |
9,735
-7,214
| -43% | -$163K | ﹤0.01% | 2980 |
|
|
2024
Q4 | $546K | Sell |
16,949
-1,217
| -7% | -$39.2K | ﹤0.01% | 2137 |
|
|
2024
Q3 | $578K | Buy |
+18,166
| New | +$578K | ﹤0.01% | 1969 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$20K | – | 2668 |
|
|
2017
Q2 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 3145 |
|