Creative Planning’s ChemoCentryx, Inc. CCXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,500
| Closed | -$70K | – | 3881 |
|
|
2017
Q2 | $70K | Hold |
7,500
| – | – | ﹤0.01% | 2240 |
|
|
2017
Q1 | $55K | Hold |
7,500
| – | – | ﹤0.01% | 2395 |
|
|
2016
Q4 | $56K | Buy |
7,500
+500
| +7% | +$3.73K | ﹤0.01% | 2290 |
|
|
2016
Q3 | $42K | Hold |
7,000
| – | – | ﹤0.01% | 2489 |
|
|
2016
Q2 | $31K | Sell |
7,000
-11,170
| -61% | -$49.5K | ﹤0.01% | 2454 |
|
|
2016
Q1 | $45K | Sell |
18,170
-2,000
| -10% | -$4.95K | ﹤0.01% | 2169 |
|
|
2015
Q4 | $163K | Buy |
20,170
+12,000
| +147% | +$97K | ﹤0.01% | 1318 |
|
|
2015
Q3 | $49K | Buy |
+8,170
| New | +$49K | ﹤0.01% | 2049 |
|