Creative Planning’s Resources Connection RGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,092
| Closed | -$369K | – | 3634 |
|
|
2024
Q3 | $369K | Sell |
38,092
-3,138
| -8% | -$30.4K | ﹤0.01% | 2356 |
|
|
2024
Q2 | $455K | Buy |
+41,230
| New | +$455K | ﹤0.01% | 2008 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$3K | – | 4314 |
|
|
2016
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3764 |
|
|
2014
Q3 | – | Sell |
-111
| Closed | -$1K | – | 3968 |
|
|
2014
Q2 | $1K | Buy |
+111
| New | +$1K | ﹤0.01% | 3541 |
|