Creative Planning’s FundX Conservative ETF XRLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
6,542
| – | – | ﹤0.01% | 2913 |
|
|
2025
Q1 | $272K | Buy |
6,542
+104
| +2% | +$4.32K | ﹤0.01% | 2836 |
|
|
2024
Q4 | $282K | Hold |
6,438
| – | – | ﹤0.01% | 2705 |
|
|
2024
Q3 | $280K | Hold |
6,438
| – | – | ﹤0.01% | 2572 |
|
|
2024
Q2 | $270K | Hold |
6,438
| – | – | ﹤0.01% | 2434 |
|
|
2024
Q1 | $259K | Buy |
6,438
+106
| +2% | +$4.27K | ﹤0.01% | 2359 |
|
|
2023
Q4 | $240K | Buy |
+6,332
| New | +$240K | ﹤0.01% | 2262 |
|