Creative Planning’s Ivanhoe Electric IE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
35,156
-3,342
| -9% | -$30.3K | ﹤0.01% | 2837 |
|
|
2025
Q1 | $224K | Buy |
38,498
+17,675
| +85% | +$103K | ﹤0.01% | 2966 |
|
|
2024
Q4 | $157K | Buy |
20,823
+2,476
| +13% | +$18.7K | ﹤0.01% | 3039 |
|
|
2024
Q3 | $155K | Buy |
18,347
+4,644
| +34% | +$39.3K | ﹤0.01% | 2919 |
|
|
2024
Q2 | $129K | Hold |
13,703
| – | – | ﹤0.01% | 2775 |
|
|
2024
Q1 | $134K | Hold |
13,703
| – | – | ﹤0.01% | 2647 |
|
|
2023
Q4 | $138K | Hold |
13,703
| – | – | ﹤0.01% | 2510 |
|
|
2023
Q3 | $163K | Buy |
13,703
+3,477
| +34% | +$41.4K | ﹤0.01% | 2291 |
|
|
2023
Q2 | $133K | Buy |
+10,226
| New | +$133K | ﹤0.01% | 2289 |
|