Creative Planning
SWCH

Creative Planning’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Creative Planning’s Portfolio SWCH Stock Details SWCH Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
2022
Q3 		$243K Sell
2022
Q2 		$261K Sell
2022
Q1 		$264K Buy
2021
Q1 		– Sell
2020
Q4 		$350K Buy