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