Creative Planning Jp Morgan Diversified Return I Transaction History

Creative Planning

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 05, 2020	SELL	$37.71 - $57.78 $337,957 - $517,824	-8,962 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$51.93 - $57.61 $2,284 - $2,534	44 Added 0.49%	8,962 $512,000
Q3 2019 Nov 01, 2019	BUY	$52.99 - $54.15 $39,424 - $40,287	744 Added 9.1%	8,918 $474,000
Q2 2019 Jul 26, 2019	BUY	N/A	4,545 Added 125.24%	8,174 $445,000
Q1 2019 Apr 24, 2019	BUY	N/A	3,629 New	3,629 $201,000
Q4 2018 Feb 01, 2019	SELL	N/A	-3,438 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	3,438 New	3,438 $201,000

102

20.4M

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