Creative Planning’s OneWater Marine ONEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-207
| Closed | -$3.6K | – | 3624 |
|
|
2024
Q4 | $3.6K | Buy |
+207
| New | +$3.6K | ﹤0.01% | 3404 |
|
|
2024
Q3 | – | Sell |
-8,420
| Closed | -$232K | – | 3234 |
|
|
2024
Q2 | $232K | Sell |
8,420
-96,158
| -92% | -$2.65M | ﹤0.01% | 2556 |
|
|
2024
Q1 | $2.94M | Buy |
104,578
+199
| +0.2% | +$5.6K | ﹤0.01% | 811 |
|
|
2023
Q4 | $3.53M | Sell |
104,379
-19,200
| -16% | -$649K | 0.01% | 673 |
|
|
2023
Q3 | $3.17M | Sell |
123,579
-19,258
| -13% | -$493K | ﹤0.01% | 673 |
|
|
2023
Q2 | $5.18M | Buy |
+142,837
| New | +$5.18M | 0.01% | 511 |
|