Creative Planning’s Editas Medicine EDIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,563
| Closed | -$73.5K | – | 3590 |
|
|
2024
Q3 | $73.5K | Buy |
21,563
+11,473
| +114% | +$39.1K | ﹤0.01% | 3056 |
|
|
2024
Q2 | $47.1K | Buy |
+10,090
| New | +$47.1K | ﹤0.01% | 2909 |
|
|
2022
Q2 | – | Sell |
-250
| Closed | -$5K | – | 2259 |
|
|
2022
Q1 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 2196 |
|
|
2021
Q3 | – | Sell |
-3,736
| Closed | -$212K | – | 2069 |
|
|
2021
Q2 | $212K | Sell |
3,736
-13,299
| -78% | -$755K | ﹤0.01% | 1770 |
|
|
2021
Q1 | $715K | Buy |
17,035
+5,634
| +49% | +$236K | ﹤0.01% | 1199 |
|
|
2020
Q4 | $799K | Sell |
11,401
-3,968
| -26% | -$278K | ﹤0.01% | 1043 |
|
|
2020
Q3 | $431K | Sell |
15,369
-28
| -0.2% | -$785 | ﹤0.01% | 1191 |
|
|
2020
Q2 | $455K | Sell |
15,397
-22,670
| -60% | -$670K | ﹤0.01% | 1068 |
|
|
2020
Q1 | $755K | Sell |
38,067
-12,505
| -25% | -$248K | ﹤0.01% | 747 |
|
|
2019
Q4 | $1.5M | Buy |
50,572
+17,758
| +54% | +$526K | ﹤0.01% | 619 |
|
|
2019
Q3 | $746K | Sell |
32,814
-750
| -2% | -$17.1K | ﹤0.01% | 871 |
|
|
2019
Q2 | $830K | Buy |
33,564
+7,060
| +27% | +$175K | ﹤0.01% | 835 |
|
|
2019
Q1 | $648K | Buy |
26,504
+1,879
| +8% | +$45.9K | ﹤0.01% | 908 |
|
|
2018
Q4 | $560K | Sell |
24,625
-233
| -0.9% | -$5.3K | ﹤0.01% | 898 |
|
|
2018
Q3 | $791K | Buy |
24,858
+28
| +0.1% | +$891 | ﹤0.01% | 855 |
|
|
2018
Q2 | $890K | Sell |
24,830
-1,227
| -5% | -$44K | ﹤0.01% | 801 |
|
|
2018
Q1 | $864K | Buy |
26,057
+2,532
| +11% | +$84K | ﹤0.01% | 801 |
|
|
2017
Q4 | $723K | Buy |
23,525
+14,318
| +156% | +$440K | ﹤0.01% | 873 |
|
|
2017
Q3 | $221K | Buy |
9,207
+106
| +1% | +$2.54K | ﹤0.01% | 1513 |
|
|
2017
Q2 | $153K | Buy |
9,101
+9,000
| +8,911% | +$151K | ﹤0.01% | 1666 |
|
|
2017
Q1 | $2K | Sell |
101
-3,339
| -97% | -$66.1K | ﹤0.01% | 4187 |
|
|
2016
Q4 | $56K | Buy |
3,440
+3,439
| +343,900% | +$56K | ﹤0.01% | 2287 |
|
|
2016
Q3 | $0 | Sell |
1
-1,600
| -100% | – | ﹤0.01% | 4399 |
|
|
2016
Q2 | $39K | Buy |
1,601
+1,200
| +299% | +$29.2K | ﹤0.01% | 2297 |
|
|
2016
Q1 | $14K | Buy |
+401
| New | +$14K | ﹤0.01% | 2978 |
|