Creative Planning’s Loop Industries LOOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-821,367
Closed -$6.58M 2189
2021
Q1
$6.58M Sell
821,367
-726,881
-47% -$5.82M 0.01% 345
2020
Q4
$12.9M Sell
1,548,248
-6,323
-0.4% -$52.5K 0.03% 213
2020
Q3
$21.2M Sell
1,554,571
-950
-0.1% -$13K 0.06% 132
2020
Q2
$14M Sell
1,555,521
-21,597
-1% -$194K 0.04% 157
2020
Q1
$11.5M Sell
1,577,118
-62,597
-4% -$456K 0.04% 153
2019
Q4
$16.2M Sell
1,639,715
-750
-0% -$7.43K 0.05% 138
2019
Q3
$21M Buy
1,640,465
+769,895
+88% +$9.87M 0.07% 111
2019
Q2
$8.61M Buy
870,570
+3,000
+0.3% +$29.7K 0.03% 202
2019
Q1
$6.87M Buy
867,570
+35,000
+4% +$277K 0.02% 217
2018
Q4
$6.47M Buy
832,570
+369,570
+80% +$2.87M 0.03% 204
2018
Q3
$4.65M Buy
463,000
+57,666
+14% +$580K 0.02% 283
2018
Q2
$4.41M Buy
+405,334
New +$4.41M 0.02% 278