Creative Planning’s NovaGold Resources NG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
36,094
-4,699
-12% -$19.2K ﹤0.01% 3320
2025
Q1
$119K Sell
40,793
-9,435
-19% -$27.6K ﹤0.01% 3199
2024
Q4
$167K Sell
50,228
-1,161
-2% -$3.87K ﹤0.01% 3014
2024
Q3
$211K Sell
51,389
-6,413
-11% -$26.3K ﹤0.01% 2794
2024
Q2
$200K Buy
57,802
+14,052
+32% +$48.6K ﹤0.01% 2661
2024
Q1
$131K Buy
43,750
+17,192
+65% +$51.6K ﹤0.01% 2652
2023
Q4
$99.3K Buy
26,558
+11,035
+71% +$41.3K ﹤0.01% 2559
2023
Q3
$59.6K Buy
15,523
+114
+0.7% +$438 ﹤0.01% 2447
2023
Q2
$61.5K Sell
15,409
-812
-5% -$3.24K ﹤0.01% 2400
2023
Q1
$101K Buy
16,221
+109
+0.7% +$678 ﹤0.01% 2240
2022
Q4
$96.4K Buy
16,112
+3,191
+25% +$19.1K ﹤0.01% 2141
2022
Q3
$61K Hold
12,921
﹤0.01% 2080
2022
Q2
$62K Sell
12,921
-3,084
-19% -$14.8K ﹤0.01% 2005
2022
Q1
$124K Sell
16,005
-100
-0.6% -$775 ﹤0.01% 1963
2021
Q4
$110K Hold
16,105
﹤0.01% 1946
2021
Q3
$111K Sell
16,105
-5,000
-24% -$34.5K ﹤0.01% 1927
2021
Q2
$169K Sell
21,105
-4,065
-16% -$32.6K ﹤0.01% 1811
2021
Q1
$220K Buy
25,170
+4,215
+20% +$36.8K ﹤0.01% 1989
2020
Q4
$203K Sell
20,955
-8,624
-29% -$83.5K ﹤0.01% 1861
2020
Q3
$352K Buy
29,579
+1,124
+4% +$13.4K ﹤0.01% 1303
2020
Q2
$261K Sell
28,455
-3,638
-11% -$33.4K ﹤0.01% 1374
2020
Q1
$237K Sell
32,093
-5,182
-14% -$38.3K ﹤0.01% 1285
2019
Q4
$334K Sell
37,275
-700
-2% -$6.27K ﹤0.01% 1333
2019
Q3
$231K Buy
37,975
+27,125
+250% +$165K ﹤0.01% 1503
2019
Q2
$64K Sell
10,850
-14,700
-58% -$86.7K ﹤0.01% 1770
2019
Q1
$107K Buy
25,550
+11,600
+83% +$48.6K ﹤0.01% 1679
2018
Q4
$55K Hold
13,950
﹤0.01% 1679
2018
Q3
$52K Sell
13,950
-7,900
-36% -$29.4K ﹤0.01% 1836
2018
Q2
$97K Buy
21,850
+7,663
+54% +$34K ﹤0.01% 1756
2018
Q1
$61K Buy
14,187
+3,037
+27% +$13.1K ﹤0.01% 1782
2017
Q4
$44K Sell
11,150
-900
-7% -$3.55K ﹤0.01% 1793
2017
Q3
$50K Hold
12,050
﹤0.01% 1760
2017
Q2
$55K Buy
12,050
+225
+2% +$1.03K ﹤0.01% 2433
2017
Q1
$58K Sell
11,825
-1,059
-8% -$5.19K ﹤0.01% 2350
2016
Q4
$59K Sell
12,884
-31,309
-71% -$143K ﹤0.01% 2244
2016
Q3
$247K Buy
44,193
+24,176
+121% +$135K ﹤0.01% 1280
2016
Q2
$123K Buy
20,017
+2,133
+12% +$13.1K ﹤0.01% 1536
2016
Q1
$90K Sell
17,884
-3,441
-16% -$17.3K ﹤0.01% 1691
2015
Q4
$90K Buy
21,325
+5,000
+31% +$21.1K ﹤0.01% 1681
2015
Q3
$59K Buy
16,325
+325
+2% +$1.18K ﹤0.01% 1915
2015
Q2
$55K Buy
16,000
+5,675
+55% +$19.5K ﹤0.01% 1006
2015
Q1
$31K Sell
10,325
-3,100
-23% -$9.31K ﹤0.01% 2354
2014
Q4
$40K Buy
13,425
+1,100
+9% +$3.28K ﹤0.01% 2132
2014
Q3
$37K Sell
12,325
-14,900
-55% -$44.7K ﹤0.01% 2114
2014
Q2
$115K Buy
27,225
+12,319
+83% +$52K ﹤0.01% 1346
2014
Q1
$54K Buy
14,906
+1,081
+8% +$3.92K ﹤0.01% 1744
2013
Q4
$35K Buy
13,825
+726
+6% +$1.84K ﹤0.01% 1832
2013
Q3
$30K Buy
13,099
+5,574
+74% +$12.8K ﹤0.01% 1850
2013
Q2
$16K Buy
+7,525
New +$16K ﹤0.01% 2056