Creative Planning’s Coeptis Therapeutics COEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,255
| Closed | -$116K | – | 3579 |
|
|
2024
Q3 | $116K | Hold |
32,255
| – | – | ﹤0.01% | 2984 |
|
|
2024
Q2 | $186K | Hold |
32,255
| – | – | ﹤0.01% | 2679 |
|
|
2024
Q1 | $192K | Hold |
32,255
| – | – | ﹤0.01% | 2568 |
|
|
2023
Q4 | $506K | Hold |
32,255
| – | – | ﹤0.01% | 1703 |
|
|
2023
Q3 | $748K | Hold |
32,255
| – | – | ﹤0.01% | 1304 |
|
|
2023
Q2 | $1,000K | Buy |
+32,255
| New | +$1,000K | ﹤0.01% | 1124 |
|
|
2023
Q1 | – | Sell |
-32,255
| Closed | -$988K | – | 2560 |
|
|
2022
Q4 | $988K | Buy |
+32,255
| New | +$988K | ﹤0.01% | 1041 |
|