Creative Planning’s Quanex NX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $917K | Sell |
48,521
-12,428
| -20% | -$235K | ﹤0.01% | 1935 |
|
2025
Q1 | $1.13M | Buy |
60,949
+60,827
| +49,858% | +$1.13M | ﹤0.01% | 1625 |
|
2024
Q4 | $2.96K | Buy |
+122
| New | +$2.96K | ﹤0.01% | 3419 |
|
2017
Q3 | – | Sell |
-177
| Closed | -$4K | – | 3024 |
|
2017
Q2 | $4K | Hold |
177
| – | – | ﹤0.01% | 4039 |
|
2017
Q1 | $4K | Sell |
177
-406
| -70% | -$9.18K | ﹤0.01% | 3996 |
|
2016
Q4 | $12K | Buy |
583
+406
| +229% | +$8.36K | ﹤0.01% | 3375 |
|
2016
Q3 | $3K | Buy |
+177
| New | +$3K | ﹤0.01% | 3999 |
|
2015
Q1 | – | Sell |
-634
| Closed | -$12K | – | 4174 |
|
2014
Q4 | $12K | Buy |
+634
| New | +$12K | ﹤0.01% | 2971 |
|
2014
Q1 | – | Sell |
-107
| Closed | -$2K | – | 3600 |
|
2013
Q4 | $2K | Hold |
107
| – | – | ﹤0.01% | 3106 |
|
2013
Q3 | $2K | Hold |
107
| – | – | ﹤0.01% | 2992 |
|
2013
Q2 | $2K | Buy |
+107
| New | +$2K | ﹤0.01% | 2832 |
|