Creative Planning Spdr S&P 600 Small Cap ETF Transaction History

Creative Planning

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$79.99 - $93.53 $7,439 - $8,698	93 Added 1.02%	9,207 $773,000
Q4 2022 Feb 10, 2023	SELL	$80.75 - $88.73 $4,118 - $4,525	-51 Reduced 0.56%	9,114 $749,000
Q3 2022 Nov 03, 2022	BUY	N/A	120 Added 1.33%	9,165 $694,000
Q2 2022 Aug 15, 2022	BUY	N/A	1,310 Added 16.94%	9,045 $724,000
Q1 2022 May 16, 2022	BUY	N/A	35 Added 0.45%	7,735 $724,000

Q4 2021 Feb 11, 2022	BUY	N/A	316 Added 4.28%	7,700 $765,000
Q3 2021 Nov 10, 2021	SELL	N/A	-3 Reduced 0.04%	7,384 $700,000
Q2 2021 Aug 04, 2021	BUY	N/A	126 Added 1.74%	7,387 $722,000
Q1 2021 Apr 30, 2021	SELL	N/A	-960 Reduced 11.68%	7,261 $682,000
Q4 2020 Jan 29, 2021	SELL	N/A	-399 Reduced 4.63%	8,221 $654,000
Q3 2020 Nov 05, 2020	BUY	N/A	995 Added 13.05%	8,620 $525,000
Q2 2020 Jul 23, 2020	SELL	N/A	-911 Reduced 10.67%	7,625 $450,000
Q1 2020 May 05, 2020	BUY	N/A	5,562 Added 187.02%	8,536 $413,000
Q4 2019 Jan 30, 2020	BUY	N/A	2,974 New	2,974 $215,000
Q3 2019 Nov 01, 2019	SELL	N/A	-3,227 Closed	0 $0
Q2 2019 Jul 26, 2019	BUY	N/A	3,227 New	3,227 $218,000
Q4 2018 Feb 01, 2019	SELL	N/A	-2,738 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	2,738 New	2,738 $207,000
Q1 2018 Apr 18, 2018	SELL	N/A	-1,860 Closed	0 $0
Q4 2017 Jan 17, 2018	SELL	N/A	-191 Reduced 9.31%	1,860 $247,000
Q3 2017 Oct 17, 2017	BUY	N/A	2,051	2,051 $267,000

588K

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