Creative Planning’s Longeveron LGVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,200
| Closed | -$21.7K | – | 3617 |
|
|
2024
Q3 | $21.7K | Hold |
11,200
| – | – | ﹤0.01% | 3148 |
|
|
2024
Q2 | $18K | Buy |
11,200
+267
| +2% | +$430 | ﹤0.01% | 2961 |
|
|
2024
Q1 | $35.5K | Buy |
10,933
+1
| +0% | +$3 | ﹤0.01% | 2787 |
|
|
2023
Q4 | $149K | Hold |
10,932
| – | – | ﹤0.01% | 2497 |
|
|
2023
Q3 | $256K | Hold |
10,932
| – | – | ﹤0.01% | 2054 |
|
|
2023
Q2 | $370K | Buy |
+10,932
| New | +$370K | ﹤0.01% | 1743 |
|