Creative Planning’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,071
| Closed | -$118K | – | 2925 |
|
|
2023
Q3 | $118K | Buy |
+10,071
| New | +$118K | ﹤0.01% | 2359 |
|
|
2017
Q3 | – | Sell |
-2,211
| Closed | -$27K | – | 3058 |
|
|
2017
Q2 | $27K | Hold |
2,211
| – | – | ﹤0.01% | 2934 |
|
|
2017
Q1 | $25K | Buy |
2,211
+1
| +0% | +$11 | ﹤0.01% | 2942 |
|
|
2016
Q4 | $21K | Hold |
2,210
| – | – | ﹤0.01% | 3019 |
|
|
2016
Q3 | $24K | Buy |
+2,210
| New | +$24K | ﹤0.01% | 2906 |
|