Creative Planning’s Pangaea Logistics PANL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Buy
23,094
+11,204
+94% +$52.7K ﹤0.01% 3393
2025
Q1
$56.6K Buy
+11,890
New +$56.6K ﹤0.01% 3319
2020
Q4
Sell
-55,000
Closed -$142K 2163
2020
Q3
$142K Hold
55,000
﹤0.01% 1740
2020
Q2
$138K Hold
55,000
﹤0.01% 1587
2020
Q1
$110K Hold
55,000
﹤0.01% 1492
2019
Q4
$162K Buy
+55,000
New +$162K ﹤0.01% 1670