Creative Planning
MRC

Creative Planning’s MRC Global MRC Stock Holding History

Creative Planning’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$406K Buy
2016
Q3 		– Sell
2016
Q2 		$20K Hold
2016
Q1 		$18K Sell
2015
Q4 		$28K Buy
2015
Q3 		$4K Buy
2015
Q2 		– Sell
2015
Q1 		$5K Hold
2014
Q4 		$6K Buy
2013
Q3 		– Sell
2013
Q2 		$41K Buy