Creative Planning’s Navidea Biopharmaceuticals Inc. NAVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,805
| Closed | -$16K | – | 2000 |
|
|
2019
Q1 | $16K | Hold |
5,805
| – | – | ﹤0.01% | 1813 |
|
|
2018
Q4 | $12K | Hold |
5,805
| – | – | ﹤0.01% | 1771 |
|
|
2018
Q3 | $27K | Hold |
5,805
| – | – | ﹤0.01% | 1877 |
|
|
2018
Q2 | $27K | Hold |
5,805
| – | – | ﹤0.01% | 1857 |
|
|
2018
Q1 | $42K | Hold |
5,805
| – | – | ﹤0.01% | 1807 |
|
|
2017
Q4 | $42K | Hold |
5,805
| – | – | ﹤0.01% | 1801 |
|
|
2017
Q3 | $48K | Hold |
5,805
| – | – | ﹤0.01% | 1765 |
|
|
2017
Q2 | $59K | Hold |
5,805
| – | – | ﹤0.01% | 2383 |
|
|
2017
Q1 | $67K | Sell |
5,805
-50
| -0.9% | -$577 | ﹤0.01% | 2242 |
|
|
2016
Q4 | $75K | Sell |
5,855
-515
| -8% | -$6.6K | ﹤0.01% | 2046 |
|
|
2016
Q3 | $117K | Buy |
6,370
+50
| +0.8% | +$918 | ﹤0.01% | 1736 |
|
|
2016
Q2 | $67K | Buy |
6,320
+5
| +0.1% | +$53 | ﹤0.01% | 1934 |
|
|
2016
Q1 | $119K | Hold |
6,315
| – | – | ﹤0.01% | 1518 |
|
|
2015
Q4 | $168K | Hold |
6,315
| – | – | ﹤0.01% | 1303 |
|
|
2015
Q3 | $288K | Hold |
6,315
| – | – | ﹤0.01% | 990 |
|
|
2015
Q2 | $203K | Buy |
6,315
+1,065
| +20% | +$34.2K | ﹤0.01% | 861 |
|
|
2015
Q1 | $167K | Hold |
5,250
| – | – | ﹤0.01% | 1278 |
|
|
2014
Q4 | $198K | Hold |
5,250
| – | – | ﹤0.01% | 1142 |
|
|
2014
Q3 | $139K | Hold |
5,250
| – | – | ﹤0.01% | 1264 |
|
|
2014
Q2 | $155K | Hold |
5,250
| – | – | ﹤0.01% | 1169 |
|
|
2014
Q1 | $194K | Hold |
5,250
| – | – | ﹤0.01% | 1016 |
|
|
2013
Q4 | $217K | Buy |
5,250
+150
| +3% | +$6.2K | ﹤0.01% | 831 |
|
|
2013
Q3 | $270K | Buy |
5,100
+1,485
| +41% | +$78.6K | 0.01% | 653 |
|
|
2013
Q2 | $193K | Buy |
+3,615
| New | +$193K | ﹤0.01% | 696 |
|