Creative Planning’s Neurogene NGNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-41
| Closed | -$937 | – | 3613 |
|
|
2024
Q4 | $937 | Buy |
+41
| New | +$937 | ﹤0.01% | 3505 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$53K | – | 1980 |
|
|
2018
Q2 | $53K | Buy |
+1,000
| New | +$53K | ﹤0.01% | 1816 |
|
|
2017
Q1 | – | Sell |
-25
| Closed | -$8K | – | 4617 |
|
|
2016
Q4 | $8K | Buy |
+25
| New | +$8K | ﹤0.01% | 3628 |
|