Creative Planning’s Puma Biotechnology PBYI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-7,804
| Closed | -$358K | – | 1894 |
|
2018
Q3 | $358K | Buy |
7,804
+2,675
| +52% | +$123K | ﹤0.01% | 1276 |
|
2018
Q2 | $303K | Buy |
5,129
+1,188
| +30% | +$70.2K | ﹤0.01% | 1361 |
|
2018
Q1 | $268K | Buy |
3,941
+922
| +31% | +$62.7K | ﹤0.01% | 1399 |
|
2017
Q4 | $298K | Buy |
3,019
+541
| +22% | +$53.4K | ﹤0.01% | 1355 |
|
2017
Q3 | $297K | Sell |
2,478
-384
| -13% | -$46K | ﹤0.01% | 1323 |
|
2017
Q2 | $250K | Buy |
2,862
+1,099
| +62% | +$96K | ﹤0.01% | 1373 |
|
2017
Q1 | $66K | Buy |
1,763
+125
| +8% | +$4.68K | ﹤0.01% | 2253 |
|
2016
Q4 | $50K | Buy |
1,638
+480
| +41% | +$14.7K | ﹤0.01% | 2373 |
|
2016
Q3 | $78K | Buy |
1,158
+835
| +259% | +$56.2K | ﹤0.01% | 2006 |
|
2016
Q2 | $10K | Buy |
323
+100
| +45% | +$3.1K | ﹤0.01% | 3204 |
|
2016
Q1 | $7K | Hold |
223
| – | – | ﹤0.01% | 3371 |
|
2015
Q4 | $17K | Hold |
223
| – | – | ﹤0.01% | 2919 |
|
2015
Q3 | $17K | Buy |
+223
| New | +$17K | ﹤0.01% | 2836 |
|
2015
Q2 | – | Sell |
-223
| Closed | -$53K | – | 2325 |
|
2015
Q1 | $53K | Hold |
223
| – | – | ﹤0.01% | 1982 |
|
2014
Q4 | $42K | Buy |
+223
| New | +$42K | ﹤0.01% | 2108 |
|