Creative Planning’s SRX Health Solutions, Inc. SRXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,339
| Closed | -$12.1K | – | 2865 |
|
|
2023
Q4 | $12.1K | Sell |
1,339
-346
| -21% | -$3.12K | ﹤0.01% | 2691 |
|
|
2023
Q3 | $6.81K | Buy |
1,685
+460
| +38% | +$1.86K | ﹤0.01% | 2646 |
|
|
2023
Q2 | $8.38K | Hold |
1,225
| – | – | ﹤0.01% | 2509 |
|
|
2023
Q1 | $14.8K | Hold |
1,225
| – | – | ﹤0.01% | 2396 |
|
|
2022
Q4 | $21.5K | Hold |
1,225
| – | – | ﹤0.01% | 2281 |
|
|
2022
Q3 | $32K | Sell |
1,225
-6,903
| -85% | -$180K | ﹤0.01% | 2123 |
|
|
2022
Q2 | $583K | Hold |
8,128
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q1 | $676K | Hold |
8,128
| – | – | ﹤0.01% | 1176 |
|
|
2021
Q4 | $856K | Sell |
8,128
-607
| -7% | -$63.9K | ﹤0.01% | 1027 |
|
|
2021
Q3 | $1.06M | Buy |
+8,735
| New | +$1.06M | ﹤0.01% | 923 |
|