Creative Planning’s Regulus Therapeutics RGLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,304
| Closed | -$25K | – | 3778 |
|
|
2025
Q1 | $25K | Buy |
14,304
+188
| +1% | +$248 | ﹤0.01% | 3390 |
|
|
2024
Q4 | $22.3K | Sell |
14,116
-2,350
| -14% | -$3.61K | ﹤0.01% | 3327 |
|
|
2024
Q3 | $25.9K | Buy |
+16,466
| New | +$27.2K | ﹤0.01% | 3138 |
|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$4K | – | 2493 |
|
|
2022
Q1 | $4K | Sell |
1,200
-220
| -15% | -$572 | ﹤0.01% | 2264 |
|
|
2021
Q4 | $4K | Hold |
1,420
| – | – | ﹤0.01% | 2071 |
|
|
2021
Q3 | $10K | Hold |
1,420
| – | – | ﹤0.01% | 2074 |
|
|
2021
Q2 | $12K | Buy |
1,420
+220
| +18% | +$2.46K | ﹤0.01% | 2009 |
|
|
2021
Q1 | $19K | Buy |
+1,200
| New | +$17.8K | ﹤0.01% | 2442 |
|
|
2017
Q4 | – | Sell |
-342
| Closed | -$51K | – | 1993 |
|
|
2017
Q3 | $51K | Buy |
342
+334
| +4,175% | +$42K | ﹤0.01% | 1772 |
|
|
2017
Q2 | $1K | Sell |
8
-125
| -94% | -$20.9K | ﹤0.01% | 4479 |
|
|
2017
Q1 | $26K | Buy |
133
+100
| +303% | +$19K | ﹤0.01% | 2951 |
|
|
2016
Q4 | $9K | Buy |
+33
| New | +$10.7K | ﹤0.01% | 3621 |
|
|
2016
Q2 | – | Sell |
-1
| Closed | -$1K | – | 4484 |
|
|
2016
Q1 | $1K | Buy |
+1
| New | +$796 | ﹤0.01% | 4161 |
|
|
2015
Q4 | – | Sell |
-20
| Closed | -$16K | – | 4547 |
|
|
2015
Q3 | $16K | Buy |
+20
| New | +$20.5K | ﹤0.01% | 2906 |
|