Creative Planning Renaissance Cap Greenwich Fds Transaction History

Creative Planning

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	BUY	$27.07 - $32.86 $311,386 - $377,988	11,503 New	11,503 $376,000
Q1 2021 Apr 30, 2021	SELL	$59.15 - $76.13 $742,332 - $955,431	-12,550 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$50.68 - $69.79 $76,172 - $104,894	1,503 Added 13.61%	12,550 $809,000
Q3 2020 Nov 05, 2020	BUY	$40.84 - $52.28 $451,159 - $577,537	11,047 New	11,047 $578,000

811K

27.5K

4.2K

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