Creative Planning’s LogicMark LGMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2
| Closed | -$14K | – | 2187 |
|
|
2021
Q1 | $14K | Hold |
2
| – | – | ﹤0.01% | 2316 |
|
|
2020
Q4 | $16K | Buy |
+2
| New | +$16K | ﹤0.01% | 2089 |
|
|
2020
Q3 | – | Sell |
-4
| Closed | -$10K | – | 1987 |
|
|
2020
Q2 | $10K | Hold |
4
| – | – | ﹤0.01% | 1800 |
|
|
2020
Q1 | $7K | Sell |
4
-1
| -20% | -$1.75K | ﹤0.01% | 1716 |
|
|
2019
Q4 | $12K | Hold |
5
| – | – | ﹤0.01% | 1854 |
|
|
2019
Q3 | $14K | Hold |
5
| – | – | ﹤0.01% | 1838 |
|
|
2019
Q2 | $20K | Buy |
5
+2
| +67% | +$8K | ﹤0.01% | 1847 |
|
|
2019
Q1 | $14K | Hold |
3
| – | – | ﹤0.01% | 1819 |
|
|
2018
Q4 | $9K | Buy |
+3
| New | +$9K | ﹤0.01% | 1781 |
|
|
2017
Q3 | – | Hold |
0
| – | -$1K | – | 2828 |
|
|
2017
Q2 | – | Hold |
0
| – | -$1K | – | 4348 |
|
|
2017
Q1 | – | Hold |
0
| – | -$1K | – | 4344 |
|
|
2016
Q4 | – | Hold |
0
| – | -$1K | – | 4304 |
|
|
2016
Q3 | – | Hold |
0
| – | -$1K | – | 4237 |
|
|
2016
Q2 | – | Hold |
0
| – | -$2K | – | 4050 |
|
|
2016
Q1 | – | Hold |
0
| – | -$1K | – | 3879 |
|
|
2015
Q4 | – | Hold |
0
| – | -$3K | – | 4099 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 3762 |
|
|
2015
Q2 | – | Hold |
0
| – | -$1K | – | 2060 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 3916 |
|
|
2014
Q4 | – | Hold |
0
| – | -$3K | – | 4104 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 3445 |
|