Creative Planning’s Endocyte, Inc. Common Stock ECYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$3K | – | 4237 |
|
|
2017
Q2 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 4167 |
|
|
2017
Q1 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 3940 |
|
|
2016
Q4 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 3921 |
|
|
2016
Q3 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 3754 |
|
|
2016
Q2 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 3510 |
|
|
2016
Q1 | $6K | Sell |
2,000
-3,000
| -60% | -$9K | ﹤0.01% | 3481 |
|
|
2015
Q4 | $20K | Buy |
+5,000
| New | +$20K | ﹤0.01% | 2829 |
|
|
2014
Q4 | – | Sell |
-306
| Closed | -$2K | – | 4256 |
|
|
2014
Q3 | $2K | Hold |
306
| – | – | ﹤0.01% | 3623 |
|
|
2014
Q2 | $2K | Sell |
306
-48,777
| -99% | -$319K | ﹤0.01% | 3462 |
|
|
2014
Q1 | $1.17M | Buy |
49,083
+48,683
| +12,171% | +$1.16M | 0.02% | 323 |
|
|
2013
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 2950 |
|
|
2013
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 2761 |
|
|
2013
Q2 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 2574 |
|