Creative Planning’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-67
| Closed | -$1.55K | – | 3573 |
|
|
2024
Q4 | $1.55K | Sell |
67
-10,063
| -99% | -$233K | ﹤0.01% | 3466 |
|
|
2024
Q3 | $275K | Buy |
10,130
+1,353
| +15% | +$36.7K | ﹤0.01% | 2586 |
|
|
2024
Q2 | $252K | Buy |
8,777
+1,324
| +18% | +$38.1K | ﹤0.01% | 2489 |
|
|
2024
Q1 | $217K | Buy |
7,453
+1,205
| +19% | +$35.1K | ﹤0.01% | 2500 |
|
|
2023
Q4 | $203K | Buy |
+6,248
| New | +$203K | ﹤0.01% | 2413 |
|