Creative Planning’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $230K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $479K | Hold |
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|
2021
Q3 | $465K | Sell |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $339K | Hold |
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|
2020
Q4 | $380K | Hold |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $189K | Hold |
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|
2019
Q4 | $471K | Hold |
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|
2019
Q3 | $62K | Hold |
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|
2019
Q2 | $71K | Hold |
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|
2019
Q1 | $77K | Buy |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $128K | Hold |
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|
2018
Q2 | $148K | Hold |
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|
2018
Q1 | $149K | Buy |
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|
2017
Q4 | $166K | Hold |
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|
2017
Q3 | $150K | Buy |
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|
2017
Q2 | $120K | Buy |
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|
2017
Q1 | $3K | Buy |
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|
2016
Q4 | $1K | Sell |
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|
2016
Q3 | $244K | Sell |
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|
2016
Q2 | $282K | Buy |
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|
2016
Q1 | $145K | Buy |
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