Creative Planning’s Mereo BioPharma MREO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,820
Closed -$20.4K 2896
2023
Q3
$20.4K Buy
+15,820
New +$20.4K ﹤0.01% 2563
2023
Q2
Sell
-38,320
Closed -$27.1K 2626
2023
Q1
$27.1K Buy
38,320
+12,500
+48% +$8.84K ﹤0.01% 2365
2022
Q4
$19.4K Hold
25,820
﹤0.01% 2285
2022
Q3
$22K Buy
+25,820
New +$22K ﹤0.01% 2140
2021
Q2
Sell
-79,169
Closed -$267K 2204
2021
Q1
$267K Buy
+79,169
New +$267K ﹤0.01% 1833