Creative Planning’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
13,152
+458
| +4% | +$6.95K | ﹤0.01% | 3211 |
|
|
2025
Q1 | $212K | Sell |
12,694
-8,609
| -40% | -$144K | ﹤0.01% | 3010 |
|
|
2024
Q4 | $402K | Sell |
21,303
-11,067
| -34% | -$209K | ﹤0.01% | 2421 |
|
|
2024
Q3 | $608K | Buy |
32,370
+3,090
| +11% | +$58.1K | ﹤0.01% | 1933 |
|
|
2024
Q2 | $553K | Buy |
29,280
+7,097
| +32% | +$134K | ﹤0.01% | 1854 |
|
|
2024
Q1 | $360K | Buy |
+22,183
| New | +$360K | ﹤0.01% | 2088 |
|
|
2023
Q3 | – | Sell |
-15,442
| Closed | -$265K | – | 2897 |
|
|
2023
Q2 | $265K | Buy |
+15,442
| New | +$265K | ﹤0.01% | 1995 |
|
|
2017
Q3 | – | Sell |
-1,091
| Closed | -$9K | – | 3294 |
|
|
2017
Q2 | $9K | Hold |
1,091
| – | – | ﹤0.01% | 3652 |
|
|
2017
Q1 | $8K | Hold |
1,091
| – | – | ﹤0.01% | 3688 |
|
|
2016
Q4 | $8K | Hold |
1,091
| – | – | ﹤0.01% | 3640 |
|
|
2016
Q3 | $8K | Hold |
1,091
| – | – | ﹤0.01% | 3590 |
|
|
2016
Q2 | $6K | Hold |
1,091
| – | – | ﹤0.01% | 3489 |
|
|
2016
Q1 | $7K | Hold |
1,091
| – | – | ﹤0.01% | 3373 |
|
|
2015
Q4 | $7K | Sell |
1,091
-1,114
| -51% | -$7.15K | ﹤0.01% | 3465 |
|
|
2015
Q3 | $13K | Buy |
+2,205
| New | +$13K | ﹤0.01% | 3012 |
|
|
2015
Q2 | – | Sell |
-1,084
| Closed | -$9K | – | 2557 |
|
|
2015
Q1 | $9K | Hold |
1,084
| – | – | ﹤0.01% | 3213 |
|
|
2014
Q4 | $8K | Hold |
1,084
| – | – | ﹤0.01% | 3189 |
|
|
2014
Q3 | $7K | Hold |
1,084
| – | – | ﹤0.01% | 3090 |
|
|
2014
Q2 | $9K | Buy |
+1,084
| New | +$9K | ﹤0.01% | 2872 |
|