Creative Planning’s Local Bounti LOCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-769
| Closed | -$7.97K | – | 2619 |
|
|
2023
Q1 | $7.97K | Hold |
769
| – | – | ﹤0.01% | 2420 |
|
|
2022
Q4 | $13.9K | Hold |
769
| – | – | ﹤0.01% | 2301 |
|
|
2022
Q3 | $28K | Hold |
769
| – | – | ﹤0.01% | 2132 |
|
|
2022
Q2 | $32K | Hold |
769
| – | – | ﹤0.01% | 2068 |
|
|
2022
Q1 | $85K | Buy |
+769
| New | +$85K | ﹤0.01% | 2006 |
|