Creative Planning’s Comstock LODE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,731
| Closed | -$38.4K | – | 3661 |
|
|
2025
Q1 | $38.4K | Buy |
+15,731
| New | +$38.4K | ﹤0.01% | 3346 |
|
|
2017
Q4 | – | Sell |
-160
| Closed | -$6K | – | 1931 |
|
|
2017
Q3 | $6K | Hold |
160
| – | – | ﹤0.01% | 1850 |
|
|
2017
Q2 | $7K | Hold |
160
| – | – | ﹤0.01% | 3776 |
|
|
2017
Q1 | $9K | Buy |
+160
| New | +$9K | ﹤0.01% | 3609 |
|