Creative Planning’s TRX Gold Corp TRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,000
Closed -$3.94K 3250
2024
Q2
$3.94K Buy
+10,000
New +$3.94K ﹤0.01% 2988
2023
Q2
Sell
-25,000
Closed -$12.1K 2690
2023
Q1
$12.1K Buy
25,000
+3,913
+19% +$1.89K ﹤0.01% 2407
2022
Q4
$7.13K Buy
21,087
+1,000
+5% +$338 ﹤0.01% 2334
2022
Q3
$8K Buy
20,087
+87
+0.4% +$35 ﹤0.01% 2194
2022
Q2
$7K Hold
20,000
﹤0.01% 2164
2022
Q1
$6K Hold
20,000
﹤0.01% 2193
2021
Q4
$8K Hold
20,000
﹤0.01% 2066
2021
Q3
$10K Hold
20,000
﹤0.01% 2044
2021
Q2
$10K Hold
20,000
﹤0.01% 1967
2021
Q1
$12K Sell
20,000
-6,000
-23% -$3.6K ﹤0.01% 2319
2020
Q4
$17K Buy
26,000
+15,853
+156% +$10.4K ﹤0.01% 2087
2020
Q3
$7K Buy
+10,147
New +$7K ﹤0.01% 1939
2017
Q3
Sell
-1,500
Closed -$1K 3471
2017
Q2
$1K Sell
1,500
-670
-31% -$447 ﹤0.01% 4387
2017
Q1
$1K Buy
2,170
+1,670
+334% +$770 ﹤0.01% 4377
2016
Q4
$0 Sell
500
-1,000
-67% ﹤0.01% 4599
2016
Q3
$1K Buy
1,500
+500
+50% +$333 ﹤0.01% 4266
2016
Q2
$1K Hold
1,000
﹤0.01% 4077
2016
Q1
$0 Hold
1,000
﹤0.01% 4374
2015
Q4
$0 Hold
1,000
﹤0.01% 4422
2015
Q3
$0 Buy
+1,000
New ﹤0.01% 4235
2015
Q2
Sell
-1,000
Closed 2743
2015
Q1
$0 Hold
1,000
﹤0.01% 4232
2014
Q4
$1K Buy
+1,000
New +$1K ﹤0.01% 3881
2013
Q3
Sell
-1,666
Closed -$4K 3352
2013
Q2
$4K Buy
+1,666
New +$4K ﹤0.01% 2633