Creative Planning’s New Pacific Metals NEWP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.4K | Hold |
24,900
| – | – | ﹤0.01% | 3527 |
|
2025
Q1 | $27.5K | Hold |
24,900
| – | – | ﹤0.01% | 3361 |
|
2024
Q4 | $29.4K | Sell |
24,900
-1,000
| -4% | -$1.18K | ﹤0.01% | 3283 |
|
2024
Q3 | $38.6K | Sell |
25,900
-1,100
| -4% | -$1.64K | ﹤0.01% | 3116 |
|
2024
Q2 | $40.5K | Buy |
+27,000
| New | +$40.5K | ﹤0.01% | 2918 |
|
2023
Q3 | – | Sell |
-10,015
| Closed | -$21.8K | – | 2876 |
|
2023
Q2 | $21.8K | Buy |
+10,015
| New | +$21.8K | ﹤0.01% | 2474 |
|
2022
Q2 | – | Sell |
-11,098
| Closed | -$35K | – | 2340 |
|
2022
Q1 | $35K | Buy |
+11,098
| New | +$35K | ﹤0.01% | 2075 |
|
2021
Q3 | – | Sell |
-13,848
| Closed | -$67K | – | 2106 |
|
2021
Q2 | $67K | Buy |
+13,848
| New | +$67K | ﹤0.01% | 1894 |
|