Creative Planning’s My Size MYSZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$5K Hold
2019
Q2
$7K Hold
2019
Q1
$8K Hold
2018
Q4
$8K Hold
2018
Q3
$12K Sell
2018
Q2
$14K Buy
2018
Q1
$14K Buy