Creative Planning’s IMAX IMAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
16,081
+7,344
| +84% | +$205K | ﹤0.01% | 2551 |
|
|
2025
Q1 | $230K | Buy |
+8,737
| New | +$230K | ﹤0.01% | 2950 |
|
|
2020
Q4 | – | Sell |
-12,346
| Closed | -$148K | – | 2149 |
|
|
2020
Q3 | $148K | Buy |
12,346
+99
| +0.8% | +$1.19K | ﹤0.01% | 1729 |
|
|
2020
Q2 | $137K | Buy |
+12,247
| New | +$137K | ﹤0.01% | 1588 |
|
|
2017
Q3 | – | Sell |
-1,193
| Closed | -$26K | – | 2691 |
|
|
2017
Q2 | $26K | Buy |
1,193
+176
| +17% | +$3.84K | ﹤0.01% | 2962 |
|
|
2017
Q1 | $35K | Buy |
1,017
+144
| +16% | +$4.96K | ﹤0.01% | 2698 |
|
|
2016
Q4 | $27K | Buy |
873
+20
| +2% | +$619 | ﹤0.01% | 2829 |
|
|
2016
Q3 | $25K | Sell |
853
-700
| -45% | -$20.5K | ﹤0.01% | 2870 |
|
|
2016
Q2 | $46K | Buy |
1,553
+50
| +3% | +$1.48K | ﹤0.01% | 2170 |
|
|
2016
Q1 | $47K | Sell |
1,503
-88
| -6% | -$2.75K | ﹤0.01% | 2131 |
|
|
2015
Q4 | $57K | Buy |
1,591
+300
| +23% | +$10.7K | ﹤0.01% | 1994 |
|
|
2015
Q3 | $44K | Buy |
+1,291
| New | +$44K | ﹤0.01% | 2121 |
|
|
2015
Q2 | – | Sell |
-1,050
| Closed | -$35K | – | 1919 |
|
|
2015
Q1 | $35K | Hold |
1,050
| – | – | ﹤0.01% | 2252 |
|
|
2014
Q4 | $32K | Buy |
1,050
+350
| +50% | +$10.7K | ﹤0.01% | 2284 |
|
|
2014
Q3 | $19K | Buy |
700
+100
| +17% | +$2.71K | ﹤0.01% | 2551 |
|
|
2014
Q2 | $17K | Buy |
600
+100
| +20% | +$2.83K | ﹤0.01% | 2542 |
|
|
2014
Q1 | $14K | Sell |
500
-2,075
| -81% | -$58.1K | ﹤0.01% | 2550 |
|
|
2013
Q4 | $76K | Hold |
2,575
| – | – | ﹤0.01% | 1352 |
|
|
2013
Q3 | $78K | Sell |
2,575
-225
| -8% | -$6.82K | ﹤0.01% | 1269 |
|
|
2013
Q2 | $70K | Buy |
+2,800
| New | +$70K | ﹤0.01% | 1188 |
|