Creative Planning’s POZEN INC POZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,425
| Closed | -$51K | – | 4606 |
|
|
2015
Q4 | $51K | Buy |
7,425
+2,000
| +37% | +$13.7K | ﹤0.01% | 2091 |
|
|
2015
Q3 | $32K | Buy |
+5,425
| New | +$32K | ﹤0.01% | 2378 |
|
|
2015
Q2 | – | Sell |
-20,245
| Closed | -$156K | – | 3772 |
|
|
2015
Q1 | $156K | Buy |
20,245
+500
| +3% | +$3.85K | ﹤0.01% | 1316 |
|
|
2014
Q4 | $158K | Buy |
19,745
+1,300
| +7% | +$10.4K | ﹤0.01% | 1276 |
|
|
2014
Q3 | $135K | Hold |
18,445
| – | – | ﹤0.01% | 1281 |
|
|
2014
Q2 | $154K | Buy |
18,445
+1,500
| +9% | +$12.5K | ﹤0.01% | 1173 |
|
|
2014
Q1 | $136K | Buy |
16,945
+16,220
| +2,237% | +$130K | ﹤0.01% | 1203 |
|
|
2013
Q4 | $6K | Hold |
725
| – | – | ﹤0.01% | 2805 |
|
|
2013
Q3 | $4K | Hold |
725
| – | – | ﹤0.01% | 2847 |
|
|
2013
Q2 | $4K | Buy |
+725
| New | +$4K | ﹤0.01% | 2662 |
|