Creative Planning’s KORU Medical Systems KRMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.5K | Hold |
14,667
| – | – | ﹤0.01% | 3494 |
|
|
2025
Q1 | $37.3K | Hold |
14,667
| – | – | ﹤0.01% | 3349 |
|
|
2024
Q4 | $56.5K | Hold |
14,667
| – | – | ﹤0.01% | 3222 |
|
|
2024
Q3 | $40K | Sell |
14,667
-158
| -1% | -$431 | ﹤0.01% | 3112 |
|
|
2024
Q2 | $39.3K | Hold |
14,825
| – | – | ﹤0.01% | 2925 |
|
|
2024
Q1 | $35K | Buy |
14,825
+158
| +1% | +$373 | ﹤0.01% | 2790 |
|
|
2023
Q4 | $36K | Hold |
14,667
| – | – | ﹤0.01% | 2653 |
|
|
2023
Q3 | $39.6K | Hold |
14,667
| – | – | ﹤0.01% | 2492 |
|
|
2023
Q2 | $50.6K | Hold |
14,667
| – | – | ﹤0.01% | 2416 |
|
|
2023
Q1 | $61.9K | Hold |
14,667
| – | – | ﹤0.01% | 2295 |
|
|
2022
Q4 | $52.4K | Hold |
14,667
| – | – | ﹤0.01% | 2211 |
|
|
2022
Q3 | $33K | Hold |
14,667
| – | – | ﹤0.01% | 2120 |
|
|
2022
Q2 | $37K | Buy |
+14,667
| New | +$37K | ﹤0.01% | 2063 |
|
|
2020
Q4 | – | Sell |
-83,459
| Closed | -$603K | – | 2153 |
|
|
2020
Q3 | $603K | Sell |
83,459
-36,975
| -31% | -$267K | ﹤0.01% | 1025 |
|
|
2020
Q2 | $1.08M | Buy |
120,434
+105,213
| +691% | +$944K | ﹤0.01% | 714 |
|
|
2020
Q1 | $114K | Sell |
15,221
-9,779
| -39% | -$73.2K | ﹤0.01% | 1485 |
|
|
2019
Q4 | $163K | Buy |
+25,000
| New | +$163K | ﹤0.01% | 1668 |
|