Creative Planning’s OraSure Technologies OSUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,728
| Closed | -$54.3K | – | 3628 |
|
|
2024
Q3 | $54.3K | Buy |
+12,728
| New | +$54.3K | ﹤0.01% | 3090 |
|
|
2020
Q2 | – | Sell |
-13,400
| Closed | -$144K | – | 1879 |
|
|
2020
Q1 | $144K | Buy |
+13,400
| New | +$144K | ﹤0.01% | 1450 |
|
|
2017
Q3 | – | Sell |
-4,316
| Closed | -$74K | – | 3062 |
|
|
2017
Q2 | $74K | Buy |
4,316
+166
| +4% | +$2.85K | ﹤0.01% | 2189 |
|
|
2017
Q1 | $54K | Hold |
4,150
| – | – | ﹤0.01% | 2403 |
|
|
2016
Q4 | $36K | Buy |
4,150
+400
| +11% | +$3.47K | ﹤0.01% | 2632 |
|
|
2016
Q3 | $30K | Buy |
3,750
+250
| +7% | +$2K | ﹤0.01% | 2711 |
|
|
2016
Q2 | $21K | Buy |
3,500
+1,000
| +40% | +$6K | ﹤0.01% | 2738 |
|
|
2016
Q1 | $18K | Sell |
2,500
-2,700
| -52% | -$19.4K | ﹤0.01% | 2810 |
|
|
2015
Q4 | $33K | Buy |
5,200
+700
| +16% | +$4.44K | ﹤0.01% | 2424 |
|
|
2015
Q3 | $20K | Buy |
+4,500
| New | +$20K | ﹤0.01% | 2708 |
|
|
2013
Q4 | – | Sell |
-5,600
| Closed | -$34K | – | 3418 |
|
|
2013
Q3 | $34K | Buy |
+5,600
| New | +$34K | ﹤0.01% | 1757 |
|