CreativeOne Wealth’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,831
| Closed | -$279K | – | 1111 |
|
|
2024
Q3 | $279K | Buy |
14,831
+94
| +0.6% | +$1.77K | 0.01% | 794 |
|
|
2024
Q2 | $278K | Buy |
14,737
+11
| +0.1% | +$208 | 0.01% | 639 |
|
|
2024
Q1 | $239K | Buy |
+14,726
| New | +$239K | 0.01% | 790 |
|
|
2023
Q3 | – | Sell |
-14,586
| Closed | -$250K | – | 788 |
|
|
2023
Q2 | $250K | Buy |
14,586
+59
| +0.4% | +$1.01K | 0.01% | 697 |
|
|
2023
Q1 | $202K | Buy |
+14,527
| New | +$202K | 0.01% | 753 |
|
|
2021
Q3 | – | Sell |
-19,785
| Closed | -$450K | – | 731 |
|
|
2021
Q2 | $450K | Buy |
+19,785
| New | +$450K | 0.03% | 405 |
|