CAPTRUST Financial Advisors’s Tvardi Therapeutics, Inc. Common Stock TVRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-442
| Closed | -$26.7K | – | 2760 |
|
|
2023
Q3 | $26.7K | Sell |
442
-33
| -7% | -$2K | ﹤0.01% | 2513 |
|
|
2023
Q2 | $48.4K | Buy |
475
+17
| +4% | +$1.73K | ﹤0.01% | 2431 |
|
|
2023
Q1 | $81K | Buy |
458
+12
| +3% | +$2.12K | ﹤0.01% | 2176 |
|
|
2022
Q4 | $172K | Buy |
+446
| New | +$172K | ﹤0.01% | 1968 |
|
|
2022
Q3 | – | Sell |
-29
| Closed | -$9K | – | 4183 |
|
|
2022
Q2 | $9K | Sell |
29
-44
| -60% | -$13.7K | ﹤0.01% | 3825 |
|
|
2022
Q1 | $32K | Buy |
73
+32
| +78% | +$14K | ﹤0.01% | 3108 |
|
|
2021
Q4 | $18K | Sell |
41
-7
| -15% | -$3.07K | ﹤0.01% | 3379 |
|
|
2021
Q3 | $27K | Buy |
+48
| New | +$27K | ﹤0.01% | 2976 |
|
|
2021
Q2 | – | Sell |
-83
| Closed | -$65K | – | 4684 |
|
|
2021
Q1 | $65K | Hold |
83
| – | – | ﹤0.01% | 2254 |
|
|
2020
Q4 | $45K | Buy |
83
+14
| +20% | +$7.59K | ﹤0.01% | 1880 |
|
|
2020
Q3 | $32K | Hold |
69
| – | – | ﹤0.01% | 1783 |
|
|
2020
Q2 | $44K | Buy |
+69
| New | +$44K | ﹤0.01% | 1666 |
|
|
2019
Q4 | – | Sell |
-125
| Closed | -$82K | – | 1863 |
|
|
2019
Q3 | $82K | Hold |
125
| – | – | ﹤0.01% | 836 |
|
|
2019
Q2 | $97K | Sell |
125
-11
| -8% | -$8.54K | ﹤0.01% | 775 |
|
|
2019
Q1 | $96K | Hold |
136
| – | – | ﹤0.01% | 714 |
|
|
2018
Q4 | $64K | Buy |
136
+39
| +40% | +$18.4K | ﹤0.01% | 709 |
|
|
2018
Q3 | $84K | Buy |
97
+28
| +41% | +$24.2K | ﹤0.01% | 654 |
|
|
2018
Q2 | $48K | Buy |
69
+66
| +2,200% | +$45.9K | ﹤0.01% | 693 |
|
|
2018
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1299 |
|