Creative Planning’s Squarespace, Inc. SQSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,637
Closed -$494K 3678
2024
Q3
$494K Buy
10,637
+5,528
+108% +$257K ﹤0.01% 2122
2024
Q2
$223K Sell
5,109
-5,134
-50% -$224K ﹤0.01% 2584
2024
Q1
$373K Buy
10,243
+2,342
+30% +$85.3K ﹤0.01% 2061
2023
Q4
$261K Sell
7,901
-37,758
-83% -$1.25M ﹤0.01% 2187
2023
Q3
$1.32M Buy
+45,659
New +$1.32M ﹤0.01% 1031