Creative Planning’s Regenxbio RGNX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $120K | Sell |
14,620
-1,514
| -9% | -$12.4K | ﹤0.01% | 3374 |
|
2025
Q1 | $115K | Buy |
+16,134
| New | +$115K | ﹤0.01% | 3206 |
|
2020
Q1 | – | Sell |
-13,200
| Closed | -$541K | – | 1885 |
|
2019
Q4 | $541K | Sell |
13,200
-200
| -1% | -$8.2K | ﹤0.01% | 1063 |
|
2019
Q3 | $477K | Sell |
13,400
-250
| -2% | -$8.9K | ﹤0.01% | 1086 |
|
2019
Q2 | $701K | Buy |
13,650
+9,900
| +264% | +$508K | ﹤0.01% | 903 |
|
2019
Q1 | $215K | Buy |
+3,750
| New | +$215K | ﹤0.01% | 1529 |
|
2018
Q4 | – | Sell |
-3,650
| Closed | -$276K | – | 1905 |
|
2018
Q3 | $276K | Sell |
3,650
-300
| -8% | -$22.7K | ﹤0.01% | 1446 |
|
2018
Q2 | $283K | Buy |
+3,950
| New | +$283K | ﹤0.01% | 1399 |
|