Creative Planning’s INNOVATE Corp VATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,600
| Closed | -$33.9K | – | 3255 |
|
|
2024
Q2 | $33.9K | Buy |
+5,600
| New | +$33.9K | ﹤0.01% | 2931 |
|
|
2021
Q1 | – | Sell |
-8,260
| Closed | -$269K | – | 2402 |
|
|
2020
Q4 | $269K | Buy |
8,260
+1,154
| +16% | +$37.6K | ﹤0.01% | 1662 |
|
|
2020
Q3 | $172K | Buy |
7,106
+5,012
| +239% | +$121K | ﹤0.01% | 1689 |
|
|
2020
Q2 | $70K | Buy |
2,094
+193
| +10% | +$6.45K | ﹤0.01% | 1691 |
|
|
2020
Q1 | $29K | Hold |
1,901
| – | – | ﹤0.01% | 1657 |
|
|
2019
Q4 | $41K | Hold |
1,901
| – | – | ﹤0.01% | 1809 |
|
|
2019
Q3 | $45K | Hold |
1,901
| – | – | ﹤0.01% | 1776 |
|
|
2019
Q2 | $45K | Buy |
+1,901
| New | +$45K | ﹤0.01% | 1800 |
|
|
2015
Q4 | – | Sell |
-25
| Closed | -$2K | – | 4429 |
|
|
2015
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 3902 |
|