Creative Planning’s Accelerate Diagnostics AXDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-316
| Closed | -$86K | – | 1991 |
|
|
2017
Q2 | $86K | Buy |
316
+23
| +8% | +$6.26K | ﹤0.01% | 2074 |
|
|
2017
Q1 | $71K | Buy |
293
+19
| +7% | +$4.6K | ﹤0.01% | 2179 |
|
|
2016
Q4 | $57K | Sell |
274
-10
| -4% | -$2.08K | ﹤0.01% | 2268 |
|
|
2016
Q3 | $77K | Buy |
284
+36
| +15% | +$9.76K | ﹤0.01% | 2019 |
|
|
2016
Q2 | $36K | Buy |
248
+63
| +34% | +$9.15K | ﹤0.01% | 2346 |
|
|
2016
Q1 | $27K | Buy |
+185
| New | +$27K | ﹤0.01% | 2516 |
|
|
2015
Q1 | – | Sell |
-150
| Closed | -$29K | – | 4050 |
|
|
2014
Q4 | $29K | Sell |
150
-1,120
| -88% | -$217K | ﹤0.01% | 2349 |
|
|
2014
Q3 | $273K | Buy |
1,270
+330
| +35% | +$70.9K | ﹤0.01% | 910 |
|
|
2014
Q2 | $244K | Buy |
940
+880
| +1,467% | +$228K | ﹤0.01% | 934 |
|
|
2014
Q1 | $13K | Buy |
+60
| New | +$13K | ﹤0.01% | 2575 |
|
|
2013
Q4 | – | Sell |
-10
| Closed | -$1K | – | 3311 |
|
|
2013
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 3074 |
|
|
2013
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2924 |
|