Creative Planning’s Paysafe PSFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,844
| Closed | -$266K | – | 3632 |
|
|
2024
Q3 | $266K | Sell |
11,844
-10,219
| -46% | -$229K | ﹤0.01% | 2622 |
|
|
2024
Q2 | $390K | Buy |
22,063
+508
| +2% | +$8.98K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $340K | Buy |
21,555
+41
| +0.2% | +$647 | ﹤0.01% | 2140 |
|
|
2023
Q4 | $275K | Sell |
21,514
-238
| -1% | -$3.04K | ﹤0.01% | 2146 |
|
|
2023
Q3 | $261K | Sell |
21,752
-1,040
| -5% | -$12.5K | ﹤0.01% | 2041 |
|
|
2023
Q2 | $230K | Sell |
22,792
-1,111
| -5% | -$11.2K | ﹤0.01% | 2102 |
|
|
2023
Q1 | $413K | Sell |
23,903
-16
| -0.1% | -$276 | ﹤0.01% | 1592 |
|
|
2022
Q4 | $332K | Buy |
23,919
+1,408
| +6% | +$19.6K | ﹤0.01% | 1650 |
|
|
2022
Q3 | $373K | Sell |
22,511
-67
| -0.3% | -$1.11K | ﹤0.01% | 1509 |
|
|
2022
Q2 | $528K | Buy |
22,578
+21
| +0.1% | +$491 | ﹤0.01% | 1279 |
|
|
2022
Q1 | $918K | Buy |
22,557
+106
| +0.5% | +$4.31K | ﹤0.01% | 1025 |
|
|
2021
Q4 | $1.05M | Buy |
22,451
+307
| +1% | +$14.4K | ﹤0.01% | 935 |
|
|
2021
Q3 | $2.06M | Buy |
22,144
+4,292
| +24% | +$399K | ﹤0.01% | 680 |
|
|
2021
Q2 | $2.59M | Sell |
17,852
-4,281
| -19% | -$622K | ﹤0.01% | 584 |
|
|
2021
Q1 | $3.59M | Buy |
+22,133
| New | +$3.59M | 0.01% | 497 |
|