Creative Planning’s Fortress Biotech FBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Buy |
+12,452
| New | +$23.2K | ﹤0.01% | 3557 |
|
|
2023
Q4 | – | Sell |
-1,060
| Closed | -$4.62K | – | 2818 |
|
|
2023
Q3 | $4.62K | Hold |
1,060
| – | – | ﹤0.01% | 2687 |
|
|
2023
Q2 | $8.75K | Hold |
1,060
| – | – | ﹤0.01% | 2508 |
|
|
2023
Q1 | $13K | Sell |
1,060
-187
| -15% | -$2.3K | ﹤0.01% | 2400 |
|
|
2022
Q4 | $12.3K | Hold |
1,247
| – | – | ﹤0.01% | 2305 |
|
|
2022
Q3 | $16K | Buy |
1,247
+207
| +20% | +$2.66K | ﹤0.01% | 2151 |
|
|
2022
Q2 | $13K | Hold |
1,040
| – | – | ﹤0.01% | 2136 |
|
|
2022
Q1 | $21K | Hold |
1,040
| – | – | ﹤0.01% | 2109 |
|
|
2021
Q4 | $39K | Hold |
1,040
| – | – | ﹤0.01% | 2010 |
|
|
2021
Q3 | $50K | Hold |
1,040
| – | – | ﹤0.01% | 1981 |
|
|
2021
Q2 | $56K | Sell |
1,040
-5,488
| -84% | -$296K | ﹤0.01% | 1910 |
|
|
2021
Q1 | $346K | Buy |
6,528
+728
| +13% | +$38.6K | ﹤0.01% | 1671 |
|
|
2020
Q4 | $276K | Buy |
5,800
+1,600
| +38% | +$76.1K | ﹤0.01% | 1654 |
|
|
2020
Q3 | $255K | Buy |
4,200
+600
| +17% | +$36.4K | ﹤0.01% | 1506 |
|
|
2020
Q2 | $145K | Buy |
3,600
+2,567
| +248% | +$103K | ﹤0.01% | 1576 |
|
|
2020
Q1 | $29K | Buy |
+1,033
| New | +$29K | ﹤0.01% | 1656 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$29K | – | 2418 |
|
|
2017
Q2 | $29K | Hold |
400
| – | – | ﹤0.01% | 2878 |
|
|
2017
Q1 | $22K | Hold |
400
| – | – | ﹤0.01% | 3026 |
|
|
2016
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 3176 |
|
|
2016
Q3 | $18K | Buy |
400
+67
| +20% | +$3.02K | ﹤0.01% | 3080 |
|
|
2016
Q2 | $13K | Hold |
333
| – | – | ﹤0.01% | 3030 |
|
|
2016
Q1 | $16K | Sell |
333
-667
| -67% | -$32K | ﹤0.01% | 2891 |
|
|
2015
Q4 | $42K | Buy |
+1,000
| New | +$42K | ﹤0.01% | 2232 |
|