Creative Planning’s Palvella Therapeutics, Inc. Common Stock PVLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-875
| Closed | -$145K | – | 2197 |
|
|
2020
Q3 | $145K | Buy |
875
+125
| +17% | +$20.7K | ﹤0.01% | 1735 |
|
|
2020
Q2 | $186K | Sell |
750
-375
| -33% | -$93K | ﹤0.01% | 1528 |
|
|
2020
Q1 | $205K | Sell |
1,125
-10
| -0.9% | -$1.82K | ﹤0.01% | 1368 |
|
|
2019
Q4 | $329K | Sell |
1,135
-62
| -5% | -$18K | ﹤0.01% | 1345 |
|
|
2019
Q3 | $327K | Buy |
1,197
+87
| +8% | +$23.8K | ﹤0.01% | 1302 |
|
|
2019
Q2 | $417K | Sell |
1,110
-7
| -0.6% | -$2.63K | ﹤0.01% | 1170 |
|
|
2019
Q1 | $299K | Buy |
1,117
+4
| +0.4% | +$1.07K | ﹤0.01% | 1318 |
|
|
2018
Q4 | $237K | Hold |
1,113
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q3 | $499K | Hold |
1,113
| – | – | ﹤0.01% | 1070 |
|
|
2018
Q2 | $451K | Buy |
1,113
+63
| +6% | +$25.5K | ﹤0.01% | 1114 |
|
|
2018
Q1 | $573K | Buy |
1,050
+75
| +8% | +$40.9K | ﹤0.01% | 1003 |
|
|
2017
Q4 | $589K | Buy |
975
+150
| +18% | +$90.6K | ﹤0.01% | 972 |
|
|
2017
Q3 | $380K | Buy |
825
+12
| +1% | +$5.53K | ﹤0.01% | 1179 |
|
|
2017
Q2 | $329K | Buy |
813
+63
| +8% | +$25.5K | ﹤0.01% | 1224 |
|
|
2017
Q1 | $156K | Buy |
750
+171
| +30% | +$35.6K | ﹤0.01% | 1641 |
|
|
2016
Q4 | $65K | Buy |
579
+329
| +132% | +$36.9K | ﹤0.01% | 2170 |
|
|
2016
Q3 | $37K | Buy |
250
+187
| +297% | +$27.7K | ﹤0.01% | 2579 |
|
|
2016
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 3353 |
|
|
2016
Q1 | $10K | Buy |
+63
| New | +$10K | ﹤0.01% | 3210 |
|