Creative Planning’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$207 | – | 3005 |
|
|
2023
Q3 | $207 | Buy |
+4
| New | +$207 | ﹤0.01% | 2787 |
|
|
2017
Q3 | – | Sell |
-338
| Closed | -$11K | – | 3580 |
|
|
2017
Q2 | $11K | Sell |
338
-146
| -30% | -$4.75K | ﹤0.01% | 3541 |
|
|
2017
Q1 | $11K | Sell |
484
-5
| -1% | -$114 | ﹤0.01% | 3502 |
|
|
2016
Q4 | $12K | Hold |
489
| – | – | ﹤0.01% | 3387 |
|
|
2016
Q3 | $7K | Sell |
489
-6
| -1% | -$86 | ﹤0.01% | 3669 |
|
|
2016
Q2 | $14K | Sell |
495
-116
| -19% | -$3.28K | ﹤0.01% | 2994 |
|
|
2016
Q1 | $14K | Sell |
611
-1,412
| -70% | -$32.4K | ﹤0.01% | 2990 |
|
|
2015
Q4 | $42K | Buy |
2,023
+1,412
| +231% | +$29.3K | ﹤0.01% | 2240 |
|
|
2015
Q3 | $13K | Buy |
+611
| New | +$13K | ﹤0.01% | 3018 |
|
|
2015
Q2 | – | Sell |
-555
| Closed | -$14K | – | 2860 |
|
|
2015
Q1 | $14K | Buy |
555
+36
| +7% | +$908 | ﹤0.01% | 2957 |
|
|
2014
Q4 | $14K | Sell |
519
-11
| -2% | -$297 | ﹤0.01% | 2889 |
|
|
2014
Q3 | $10K | Buy |
+530
| New | +$10K | ﹤0.01% | 2910 |
|