Creative Planning’s Otonomy, Inc. OTIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-45,548
| Closed | -$148K | – | 1997 |
|
|
2017
Q3 | $148K | Buy |
45,548
+41,000
| +901% | +$133K | ﹤0.01% | 1651 |
|
|
2017
Q2 | $86K | Sell |
4,548
-1,100
| -19% | -$20.8K | ﹤0.01% | 2086 |
|
|
2017
Q1 | $69K | Hold |
5,648
| – | – | ﹤0.01% | 2219 |
|
|
2016
Q4 | $90K | Sell |
5,648
-1,000
| -15% | -$15.9K | ﹤0.01% | 1928 |
|
|
2016
Q3 | $121K | Buy |
6,648
+5,348
| +411% | +$97.3K | ﹤0.01% | 1711 |
|
|
2016
Q2 | $21K | Hold |
1,300
| – | – | ﹤0.01% | 2745 |
|
|
2016
Q1 | $19K | Sell |
1,300
-300
| -19% | -$4.39K | ﹤0.01% | 2788 |
|
|
2015
Q4 | $44K | Buy |
1,600
+1,000
| +167% | +$27.5K | ﹤0.01% | 2195 |
|
|
2015
Q3 | $11K | Buy |
+600
| New | +$11K | ﹤0.01% | 3138 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$14K | – | 3131 |
|
|
2015
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 2964 |
|
|
2014
Q4 | $13K | Buy |
400
+300
| +300% | +$9.75K | ﹤0.01% | 2932 |
|
|
2014
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3610 |
|