Creative Planning’s Conformis, Inc. Common Stock CFMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-595
| Closed | -$3K | – | 2513 |
|
|
2022
Q3 | $3K | Hold |
595
| – | – | ﹤0.01% | 2213 |
|
|
2022
Q2 | $5K | Hold |
595
| – | – | ﹤0.01% | 2171 |
|
|
2022
Q1 | $9K | Hold |
595
| – | – | ﹤0.01% | 2171 |
|
|
2021
Q4 | $11K | Hold |
595
| – | – | ﹤0.01% | 2054 |
|
|
2021
Q3 | $20K | Hold |
595
| – | – | ﹤0.01% | 2026 |
|
|
2021
Q2 | $17K | Sell |
595
-4,868
| -89% | -$139K | ﹤0.01% | 1957 |
|
|
2021
Q1 | $135K | Buy |
5,463
+800
| +17% | +$19.8K | ﹤0.01% | 2139 |
|
|
2020
Q4 | $77K | Sell |
4,663
-119
| -2% | -$1.97K | ﹤0.01% | 1990 |
|
|
2020
Q3 | $100K | Buy |
4,782
+474
| +11% | +$9.91K | ﹤0.01% | 1783 |
|
|
2020
Q2 | $88K | Buy |
4,308
+200
| +5% | +$4.09K | ﹤0.01% | 1659 |
|
|
2020
Q1 | $65K | Hold |
4,108
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q4 | $154K | Sell |
4,108
-842
| -17% | -$31.6K | ﹤0.01% | 1683 |
|
|
2019
Q3 | $230K | Buy |
4,950
+2,393
| +94% | +$111K | ﹤0.01% | 1509 |
|
|
2019
Q2 | $279K | Sell |
2,557
-2,120
| -45% | -$231K | ﹤0.01% | 1413 |
|
|
2019
Q1 | $337K | Buy |
4,677
+2,677
| +134% | +$193K | ﹤0.01% | 1262 |
|
|
2018
Q4 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 1756 |
|
|
2018
Q3 | $53K | Hold |
2,000
| – | – | ﹤0.01% | 1835 |
|
|
2018
Q2 | $63K | Buy |
2,000
+200
| +11% | +$6.3K | ﹤0.01% | 1803 |
|
|
2018
Q1 | $65K | Buy |
1,800
+400
| +29% | +$14.4K | ﹤0.01% | 1779 |
|
|
2017
Q4 | $83K | Buy |
1,400
+400
| +40% | +$23.7K | ﹤0.01% | 1738 |
|
|
2017
Q3 | $88K | Hold |
1,000
| – | – | ﹤0.01% | 1717 |
|
|
2017
Q2 | $107K | Sell |
1,000
-808
| -45% | -$86.5K | ﹤0.01% | 1930 |
|
|
2017
Q1 | $236K | Buy |
+1,808
| New | +$236K | ﹤0.01% | 1387 |
|