Creative Planning’s Curis CRIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-210
| Closed | -$14K | – | 1929 |
|
|
2018
Q1 | $14K | Hold |
210
| – | – | ﹤0.01% | 1869 |
|
|
2017
Q4 | $15K | Sell |
210
-50
| -19% | -$3.57K | ﹤0.01% | 1851 |
|
|
2017
Q3 | $39K | Sell |
260
-20
| -7% | -$3K | ﹤0.01% | 1785 |
|
|
2017
Q2 | $53K | Sell |
280
-72
| -20% | -$13.6K | ﹤0.01% | 2447 |
|
|
2017
Q1 | $98K | Buy |
352
+22
| +7% | +$6.13K | ﹤0.01% | 1961 |
|
|
2016
Q4 | $102K | Buy |
330
+50
| +18% | +$15.5K | ﹤0.01% | 1833 |
|
|
2016
Q3 | $73K | Sell |
280
-20
| -7% | -$5.21K | ﹤0.01% | 2054 |
|
|
2016
Q2 | $47K | Buy |
300
+70
| +30% | +$11K | ﹤0.01% | 2155 |
|
|
2016
Q1 | $37K | Hold |
230
| – | – | ﹤0.01% | 2290 |
|
|
2015
Q4 | $67K | Buy |
230
+220
| +2,200% | +$64.1K | ﹤0.01% | 1860 |
|
|
2015
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 3852 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | -$2K | – | 1417 |
|
|
2015
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 3754 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 4021 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 3862 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 3667 |
|
|
2014
Q1 | – | Sell |
-2
| Closed | -$1K | – | 3530 |
|
|
2013
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 3199 |
|