Creative Planning AMERICA FIRST MULTIFAMILY IN Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-44,000 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	N/A	-4,000 Reduced 8.33%	44,000 $283,000
Q3 2021 Nov 10, 2021	BUY	N/A	4,000 Added 9.09%	48,000 $286,000
Q2 2021 Aug 04, 2021	SELL	N/A	-2,000 Reduced 4.35%	44,000 $297,000
Q3 2020 Nov 05, 2020	BUY	N/A	2,000 Added 4.55%	46,000 $186,000
Q2 2020 Jul 23, 2020	SELL	N/A	-26,572 Reduced 37.65%	44,000 $181,000
Q4 2019 Jan 30, 2020	SELL	N/A	-3,000 Reduced 4.08%	70,572 $543,000
Q3 2019 Nov 01, 2019	BUY	N/A	16,272 Added 28.4%	73,572 $602,000
Q2 2019 Jul 26, 2019	SELL	N/A	-1,811 Reduced 3.06%	57,300 $408,000
Q1 2019 Apr 24, 2019	SELL	N/A	-13,300 Reduced 18.37%	59,111 $406,000
Q4 2018 Feb 01, 2019	SELL	N/A	-10,516 Reduced 12.68%	72,411 $407,000
Q3 2018 Oct 25, 2018	BUY	N/A	19,127 Added 29.98%	82,927 $473,000
Q1 2018 Apr 18, 2018	SELL	N/A	-2,400 Reduced 3.63%	63,800 $394,000
Q4 2017 Jan 17, 2018	SELL	N/A	-55,750 Reduced 45.72%	66,200 $401,000
Q3 2017 Oct 17, 2017	BUY	N/A	121,950	121,950 $738,000

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