Creative Planning’s Quad QUAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.9K | Buy |
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|
2025
Q1 | $63.3K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $154K | Buy |
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|
2017
Q1 | $144K | Buy |
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|
2016
Q4 | $113K | Hold |
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|
2016
Q3 | $113K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $11K | Hold |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $11K | Hold |
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|
2014
Q1 | $12K | Hold |
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|
2013
Q4 | $13K | Sell |
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|
2013
Q3 | $30K | Buy |
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|
2013
Q2 | $12K | Buy |
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