Creative Planning’s Plus Therapeutics PSTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,236
| Closed | -$9.73K | – | 2659 |
|
|
2023
Q1 | $9.73K | Hold |
2,236
| – | – | ﹤0.01% | 2413 |
|
|
2022
Q4 | $10.6K | Hold |
2,236
| – | – | ﹤0.01% | 2313 |
|
|
2022
Q3 | $15K | Hold |
2,236
| – | – | ﹤0.01% | 2157 |
|
|
2022
Q2 | $18K | Buy |
2,236
+833
| +59% | +$6.71K | ﹤0.01% | 2118 |
|
|
2022
Q1 | $21K | Hold |
1,403
| – | – | ﹤0.01% | 2111 |
|
|
2021
Q4 | $22K | Buy |
1,403
+167
| +14% | +$2.62K | ﹤0.01% | 2037 |
|
|
2021
Q3 | $35K | Hold |
1,236
| – | – | ﹤0.01% | 2009 |
|
|
2021
Q2 | $47K | Buy |
1,236
+146
| +13% | +$5.55K | ﹤0.01% | 1918 |
|
|
2021
Q1 | $39K | Buy |
1,090
+166
| +18% | +$5.94K | ﹤0.01% | 2277 |
|
|
2020
Q4 | $28K | Buy |
+924
| New | +$28K | ﹤0.01% | 2065 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$22K | – | 1976 |
|
|
2018
Q1 | $22K | Hold |
10
| – | – | ﹤0.01% | 1845 |
|
|
2017
Q4 | $23K | Hold |
10
| – | – | ﹤0.01% | 1832 |
|
|
2017
Q3 | $29K | Hold |
10
| – | – | ﹤0.01% | 1802 |
|
|
2017
Q2 | $86K | Hold |
10
| – | – | ﹤0.01% | 2081 |
|
|
2017
Q1 | $125K | Hold |
10
| – | – | ﹤0.01% | 1804 |
|
|
2016
Q4 | $118K | Hold |
10
| – | – | ﹤0.01% | 1739 |
|
|
2016
Q3 | $158K | Buy |
+10
| New | +$158K | ﹤0.01% | 1537 |
|
|
2016
Q2 | – | Hold |
0
| – | -$3K | – | 3935 |
|
|
2016
Q1 | – | Hold |
0
| – | -$2K | – | 3761 |
|
|
2015
Q4 | – | Hold |
0
| – | -$4K | – | 3957 |
|
|
2015
Q3 | – | Hold |
0
| – | -$7K | – | 3668 |
|
|
2015
Q2 | – | Hold |
0
| – | -$14K | – | 1064 |
|
|
2015
Q1 | – | Hold |
0
| – | -$6K | – | 2947 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 3347 |
|