Creative Planning’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
10,142
-2,515
| -20% | -$181K | ﹤0.01% | 2111 |
|
|
2025
Q1 | $772K | Buy |
12,657
+12,640
| +74,353% | +$771K | ﹤0.01% | 1927 |
|
|
2024
Q4 | $1.26K | Sell |
17
-2,826
| -99% | -$209K | ﹤0.01% | 3487 |
|
|
2024
Q3 | $280K | Buy |
+2,843
| New | +$280K | ﹤0.01% | 2575 |
|
|
2024
Q2 | – | Sell |
-2,966
| Closed | -$233K | – | 3060 |
|
|
2024
Q1 | $233K | Buy |
+2,966
| New | +$233K | ﹤0.01% | 2442 |
|
|
2015
Q2 | – | Sell |
-1,168
| Closed | -$25K | – | 2376 |
|
|
2015
Q1 | $25K | Buy |
+1,168
| New | +$25K | ﹤0.01% | 2538 |
|