Creative Planning’s IGC Pharma IGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-90,449
| Closed | -$57K | – | 1824 |
|
|
2019
Q4 | $57K | Buy |
90,449
+25,000
| +38% | +$15.8K | ﹤0.01% | 1788 |
|
|
2019
Q3 | $64K | Buy |
65,449
+1,410
| +2% | +$1.38K | ﹤0.01% | 1750 |
|
|
2019
Q2 | $105K | Hold |
64,039
| – | – | ﹤0.01% | 1730 |
|
|
2019
Q1 | $133K | Buy |
+64,039
| New | +$133K | ﹤0.01% | 1644 |
|
|
2018
Q4 | – | Sell |
-65,049
| Closed | -$420K | – | 1859 |
|
|
2018
Q3 | $420K | Hold |
65,049
| – | – | ﹤0.01% | 1179 |
|
|
2018
Q2 | $32K | Hold |
65,049
| – | – | ﹤0.01% | 1843 |
|
|
2018
Q1 | $36K | Hold |
65,049
| – | – | ﹤0.01% | 1816 |
|
|
2017
Q4 | $65K | Hold |
65,049
| – | – | ﹤0.01% | 1768 |
|
|
2017
Q3 | $21K | Hold |
65,049
| – | – | ﹤0.01% | 1818 |
|
|
2017
Q2 | $21K | Hold |
65,049
| – | – | ﹤0.01% | 3122 |
|
|
2017
Q1 | $21K | Hold |
65,049
| – | – | ﹤0.01% | 3069 |
|
|
2016
Q4 | $18K | Buy |
65,049
+61,899
| +1,965% | +$17.1K | ﹤0.01% | 3102 |
|
|
2016
Q3 | $1K | Hold |
3,150
| – | – | ﹤0.01% | 4229 |
|
|
2016
Q2 | $2K | Buy |
3,150
+1,100
| +54% | +$698 | ﹤0.01% | 3918 |
|
|
2016
Q1 | $1K | Buy |
+2,050
| New | +$1K | ﹤0.01% | 4025 |
|
|
2014
Q4 | – | Sell |
-28,400
| Closed | -$20K | – | 4086 |
|
|
2014
Q3 | $20K | Buy |
28,400
+8,250
| +41% | +$5.81K | ﹤0.01% | 2513 |
|
|
2014
Q2 | $29K | Buy |
20,150
+5,970
| +42% | +$8.59K | ﹤0.01% | 2225 |
|
|
2014
Q1 | $11K | Buy |
14,180
+5,145
| +57% | +$3.99K | ﹤0.01% | 2664 |
|
|
2013
Q4 | $9K | Hold |
9,035
| – | – | ﹤0.01% | 2612 |
|
|
2013
Q3 | $9K | Hold |
9,035
| – | – | ﹤0.01% | 2503 |
|
|
2013
Q2 | $14K | Buy |
+9,035
| New | +$14K | ﹤0.01% | 2116 |
|