Creative Planning’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
11,575
-1,468
| -11% | -$25.6K | ﹤0.01% | 3200 |
|
|
2025
Q1 | $320K | Buy |
13,043
+13,026
| +76,624% | +$319K | ﹤0.01% | 2687 |
|
|
2024
Q4 | $474 | Buy |
+17
| New | +$474 | ﹤0.01% | 3541 |
|
|
2024
Q3 | – | Sell |
-4,722
| Closed | -$230K | – | 3242 |
|
|
2024
Q2 | $230K | Buy |
+4,722
| New | +$230K | ﹤0.01% | 2565 |
|
|
2019
Q4 | – | Sell |
-23,961
| Closed | -$831K | – | 1945 |
|
|
2019
Q3 | $831K | Buy |
+23,961
| New | +$831K | ﹤0.01% | 836 |
|