Creative Planning

Creative Planning’s New Pacific Metals NEWP Stock Holding History

Creative Planning’s Portfolio NEWP Stock Details NEWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$33.4K	Hold
2025 Q1	$27.5K	Hold
2024 Q4	$29.4K	Sell
2024 Q3	$38.6K	Sell
2024 Q2	$40.5K	Buy
2023 Q3	–	Sell
2023 Q2	$21.8K	Buy
2022 Q2	–	Sell
2022 Q1	$35K	Buy
2021 Q3	–	Sell
2021 Q2	$67K	Buy