Creative Planning PORTMAN RIDGE FIN CORP Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 10, 2021
SELL
N/A
-16,635 Closed
0 $0
Q2 2021

Aug 04, 2021
SELL
N/A
-23,742 Reduced 58.8%
16,635 $40,000
Q1 2021

Apr 30, 2021
BUY
N/A
14,262 Added 54.61%
40,377 $87,000
Q4 2020

Jan 29, 2021
BUY
N/A
50 Added 0.19%
26,115 $50,000
Q3 2020

Nov 05, 2020
SELL
N/A
-430 Reduced 1.62%
26,065 $35,000
Q2 2020

Jul 23, 2020
SELL
N/A
-17,500 Reduced 39.78%
26,495 $29,000
Q1 2020

May 05, 2020
BUY
N/A
9,757 Added 28.5%
43,995 $41,000
Q4 2019

Jan 30, 2020
BUY
N/A
9,773 Added 39.95%
34,238 $73,000
Q3 2019

Nov 01, 2019
SELL
N/A
-11,800 Reduced 32.54%
24,465 $55,000
Q2 2019

Jul 26, 2019
BUY
N/A
36,265 New
36,265 $82,000
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