Creative Planning’s PAVmed PAVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-756
| Closed | -$3.34K | – | 2931 |
|
|
2023
Q3 | $3.34K | Sell |
756
-32
| -4% | -$141 | ﹤0.01% | 2714 |
|
|
2023
Q2 | $4.82K | Buy |
788
+82
| +12% | +$501 | ﹤0.01% | 2519 |
|
|
2023
Q1 | $3.96K | Sell |
706
-82
| -10% | -$460 | ﹤0.01% | 2433 |
|
|
2022
Q4 | $5.67K | Hold |
788
| – | – | ﹤0.01% | 2343 |
|
|
2022
Q3 | $10K | Buy |
+788
| New | +$10K | ﹤0.01% | 2185 |
|
|
2021
Q2 | – | Sell |
-10,542
| Closed | -$702K | – | 2241 |
|
|
2021
Q1 | $702K | Buy |
10,542
+4,210
| +66% | +$280K | ﹤0.01% | 1205 |
|
|
2020
Q4 | $201K | Buy |
+6,332
| New | +$201K | ﹤0.01% | 1869 |
|