Creative Planning Proshares Tr S&P Midcap 400 Di Transaction History

Creative Planning

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 16, 2023	BUY	$66.59 - $73.45 $5,327 - $5,876	80 New	80 $5,000
Q4 2022 Feb 10, 2023	BUY	$65.53 - $75.15 $7,929 - $9,093	121 New	121 $8,000
Q2 2020 Jul 23, 2020	SELL	$42.21 - $58.1 $425,476 - $585,648	-10,080 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$38.94 - $61.2 $55,294 - $86,904	1,420 Added 16.4%	10,080 $454,000
Q4 2019 Jan 30, 2020	SELL	$55.94 - $60.84 $25,732 - $27,986	-460 Reduced 5.04%	8,660 $521,000
Q3 2019 Nov 01, 2019	SELL	$57.74 - $59.12 $11,432 - $11,705	-198 Reduced 2.12%	9,120 $530,000
Q2 2019 Jul 26, 2019	BUY	N/A	9,318 New	9,318 $544,000

222

13.5M

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