Creative Planning
NM

Creative Planning’s Navios Maritime Holdings Inc. NM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-3,124
Closed -$9K 1924
2018
Q4
$9K Hold
3,124
﹤0.01% 1783
2018
Q3
$22K Hold
3,124
﹤0.01% 1885
2018
Q2
$27K Buy
3,124
+1,000
+47% +$8.64K ﹤0.01% 1856
2018
Q1
$19K Buy
2,124
+980
+86% +$8.77K ﹤0.01% 1857
2017
Q4
$14K Sell
1,144
-83
-7% -$1.02K ﹤0.01% 1856
2017
Q3
$20K Hold
1,227
﹤0.01% 1821
2017
Q2
$17K Sell
1,227
-2
-0.2% -$28 ﹤0.01% 3253
2017
Q1
$23K Hold
1,229
﹤0.01% 3016
2016
Q4
$17K Sell
1,229
-208
-14% -$2.88K ﹤0.01% 3151
2016
Q3
$17K Hold
1,437
﹤0.01% 3140
2016
Q2
$12K Sell
1,437
-235
-14% -$1.96K ﹤0.01% 3106
2016
Q1
$19K Buy
1,672
+160
+11% +$1.82K ﹤0.01% 2785
2015
Q4
$26K Buy
1,512
+20
+1% +$344 ﹤0.01% 2624
2015
Q3
$37K Sell
1,492
-324
-18% -$8.04K ﹤0.01% 2269
2015
Q2
$68K Buy
1,816
+372
+26% +$13.9K ﹤0.01% 988
2015
Q1
$60K Buy
1,444
+585
+68% +$24.3K ﹤0.01% 1885
2014
Q4
$35K Buy
859
+281
+49% +$11.4K ﹤0.01% 2230
2014
Q3
$35K Sell
578
-28
-5% -$1.7K ﹤0.01% 2148
2014
Q2
$61K Buy
606
+47
+8% +$4.73K ﹤0.01% 1731
2014
Q1
$55K Buy
559
+13
+2% +$1.28K ﹤0.01% 1735
2013
Q4
$61K Buy
546
+3
+0.6% +$335 ﹤0.01% 1470
2013
Q3
$39K Buy
543
+5
+0.9% +$359 ﹤0.01% 1673
2013
Q2
$30K Buy
+538
New +$30K ﹤0.01% 1684