Creative Planning Ii Vi Inc Transaction History

Creative Planning

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 10, 2021	SELL	$59.29 - $74.08 $251,804 - $314,617	-4,247 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$59.91 - $81.67 $63,804 - $86,978	-1,065 Reduced 20.05%	4,247 $308,000
Q1 2021 Apr 30, 2021	BUY	$65.85 - $99.58 $36,019 - $54,470	547 Added 11.48%	5,312 $363,000
Q4 2020 Jan 29, 2021	BUY	$41.54 - $78.19 $197,938 - $372,575	4,765 New	4,765 $362,000
Q3 2020 Nov 05, 2020	SELL	$36.49 - $52.43 $165,299 - $237,507	-4,530 Closed	0 $0
Q2 2020 Jul 23, 2020	BUY	$24.25 - $50.84 $109,852 - $230,305	4,530 New	4,530 $214,000

47.9K

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