Creative Planning’s Asensus Surgical, Inc. ASXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-43,583
| Closed | -$10K | – | 3103 |
|
|
2024
Q1 | $10K | Sell |
43,583
-613
| -1% | -$141 | ﹤0.01% | 2830 |
|
|
2023
Q4 | $14.1K | Buy |
44,196
+385
| +0.9% | +$123 | ﹤0.01% | 2685 |
|
|
2023
Q3 | $11.8K | Buy |
43,811
+10,000
| +30% | +$2.7K | ﹤0.01% | 2604 |
|
|
2023
Q2 | $17.1K | Hold |
33,811
| – | – | ﹤0.01% | 2484 |
|
|
2023
Q1 | $22.2K | Buy |
33,811
+723
| +2% | +$476 | ﹤0.01% | 2374 |
|
|
2022
Q4 | $11.5K | Buy |
33,088
+10,077
| +44% | +$3.5K | ﹤0.01% | 2308 |
|
|
2022
Q3 | $10K | Hold |
23,011
| – | – | ﹤0.01% | 2186 |
|
|
2022
Q2 | $9K | Buy |
23,011
+5,000
| +28% | +$1.96K | ﹤0.01% | 2155 |
|
|
2022
Q1 | $11K | Buy |
+18,011
| New | +$11K | ﹤0.01% | 2159 |
|
|
2021
Q2 | – | Sell |
-115,906
| Closed | -$377K | – | 2376 |
|
|
2021
Q1 | $377K | Buy |
+115,906
| New | +$377K | ﹤0.01% | 1608 |
|
|
2019
Q4 | – | Sell |
-3,304
| Closed | -$27K | – | 1965 |
|
|
2019
Q3 | $27K | Sell |
3,304
-117
| -3% | -$956 | ﹤0.01% | 1812 |
|
|
2019
Q2 | $60K | Sell |
3,421
-87
| -2% | -$1.53K | ﹤0.01% | 1776 |
|
|
2019
Q1 | $109K | Buy |
3,508
+38
| +1% | +$1.18K | ﹤0.01% | 1675 |
|
|
2018
Q4 | $102K | Sell |
3,470
-135
| -4% | -$3.97K | ﹤0.01% | 1620 |
|
|
2018
Q3 | $272K | Buy |
3,605
+578
| +19% | +$43.6K | ﹤0.01% | 1458 |
|
|
2018
Q2 | $172K | Sell |
3,027
-560
| -16% | -$31.8K | ﹤0.01% | 1660 |
|
|
2018
Q1 | $79K | Buy |
3,587
+2,160
| +151% | +$47.6K | ﹤0.01% | 1760 |
|
|
2017
Q4 | $36K | Sell |
1,427
-399
| -22% | -$10.1K | ﹤0.01% | 1811 |
|
|
2017
Q3 | $34K | Buy |
1,826
+556
| +44% | +$10.4K | ﹤0.01% | 1794 |
|
|
2017
Q2 | $12K | Buy |
1,270
+577
| +83% | +$5.45K | ﹤0.01% | 3495 |
|
|
2017
Q1 | $11K | Buy |
693
+385
| +125% | +$6.11K | ﹤0.01% | 3512 |
|
|
2016
Q4 | $5K | Sell |
308
-385
| -56% | -$6.25K | ﹤0.01% | 3900 |
|
|
2016
Q3 | $15K | Hold |
693
| – | – | ﹤0.01% | 3209 |
|
|
2016
Q2 | $11K | Buy |
693
+395
| +133% | +$6.27K | ﹤0.01% | 3168 |
|
|
2016
Q1 | $16K | Buy |
+298
| New | +$16K | ﹤0.01% | 2911 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 4456 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 4246 |
|