Creative Planning’s DBV Technologies DBVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13
| Closed | -$5K | – | 2256 |
|
|
2017
Q2 | $5K | Buy |
13
+8
| +160% | +$3.08K | ﹤0.01% | 3917 |
|
|
2017
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 4185 |
|
|
2016
Q4 | $2K | Sell |
5
-20
| -80% | -$8K | ﹤0.01% | 4144 |
|
|
2016
Q3 | $9K | Buy |
25
+5
| +25% | +$1.8K | ﹤0.01% | 3507 |
|
|
2016
Q2 | $7K | Buy |
+20
| New | +$7K | ﹤0.01% | 3391 |
|