Creative Planning’s Cerus CERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,322
| Closed | -$26.7K | – | 3480 |
|
|
2024
Q4 | $26.7K | Sell |
17,322
-7,487
| -30% | -$11.5K | ﹤0.01% | 3295 |
|
|
2024
Q3 | $43.2K | Buy |
24,809
+8,411
| +51% | +$14.6K | ﹤0.01% | 3104 |
|
|
2024
Q2 | $28.9K | Sell |
16,398
-27
| -0.2% | -$48 | ﹤0.01% | 2942 |
|
|
2024
Q1 | $31K | Buy |
+16,425
| New | +$31K | ﹤0.01% | 2796 |
|
|
2023
Q3 | – | Sell |
-10,382
| Closed | -$25.5K | – | 2834 |
|
|
2023
Q2 | $25.5K | Buy |
+10,382
| New | +$25.5K | ﹤0.01% | 2462 |
|
|
2017
Q4 | – | Sell |
-10,121
| Closed | -$28K | – | 1889 |
|
|
2017
Q3 | $28K | Hold |
10,121
| – | – | ﹤0.01% | 1804 |
|
|
2017
Q2 | $25K | Sell |
10,121
-778
| -7% | -$1.92K | ﹤0.01% | 2987 |
|
|
2017
Q1 | $49K | Hold |
10,899
| – | – | ﹤0.01% | 2469 |
|
|
2016
Q4 | $47K | Buy |
10,899
+1,121
| +11% | +$4.83K | ﹤0.01% | 2411 |
|
|
2016
Q3 | $61K | Sell |
9,778
-500
| -5% | -$3.12K | ﹤0.01% | 2179 |
|
|
2016
Q2 | $64K | Buy |
10,278
+2,000
| +24% | +$12.5K | ﹤0.01% | 1957 |
|
|
2016
Q1 | $49K | Sell |
8,278
-9,300
| -53% | -$55.1K | ﹤0.01% | 2109 |
|
|
2015
Q4 | $111K | Buy |
17,578
+14,800
| +533% | +$93.5K | ﹤0.01% | 1554 |
|
|
2015
Q3 | $13K | Buy |
+2,778
| New | +$13K | ﹤0.01% | 2996 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$8K | – | 1348 |
|
|
2015
Q1 | $8K | Hold |
2,000
| – | – | ﹤0.01% | 3249 |
|
|
2014
Q4 | $12K | Buy |
+2,000
| New | +$12K | ﹤0.01% | 2959 |
|