Creative Planning’s Opus Genetics, Inc. Common Stock IRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 3678 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4687 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 4710 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 4623 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 4529 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4369 |
|
|
2016
Q1 | $0 | Sell |
1
-59
| -98% | – | ﹤0.01% | 4407 |
|
|
2015
Q4 | $10K | Hold |
60
| – | – | ﹤0.01% | 3272 |
|
|
2015
Q3 | $15K | Hold |
60
| – | – | ﹤0.01% | 2936 |
|
|
2015
Q2 | $18K | Buy |
60
+1
| +2% | +$300 | ﹤0.01% | 1045 |
|
|
2015
Q1 | $21K | Buy |
59
+17
| +40% | +$6.05K | ﹤0.01% | 2667 |
|
|
2014
Q4 | $14K | Hold |
42
| – | – | ﹤0.01% | 2890 |
|
|
2014
Q3 | $16K | Buy |
+42
| New | +$16K | ﹤0.01% | 2647 |
|