Creative Planning’s Avidity Biosciences RNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
39,260
+6,599
| +20% | +$187K | ﹤0.01% | 1755 |
|
|
2025
Q1 | $964K | Buy |
32,661
+17,833
| +120% | +$526K | ﹤0.01% | 1746 |
|
|
2024
Q4 | $431K | Sell |
14,828
-8,978
| -38% | -$261K | ﹤0.01% | 2356 |
|
|
2024
Q3 | $1.09M | Buy |
23,806
+10,319
| +77% | +$474K | ﹤0.01% | 1451 |
|
|
2024
Q2 | $551K | Buy |
13,487
+4,190
| +45% | +$171K | ﹤0.01% | 1856 |
|
|
2024
Q1 | $237K | Buy |
+9,297
| New | +$237K | ﹤0.01% | 2432 |
|
|
2021
Q2 | – | Sell |
-15,943
| Closed | -$348K | – | 2272 |
|
|
2021
Q1 | $348K | Buy |
15,943
+1,008
| +7% | +$22K | ﹤0.01% | 1669 |
|
|
2020
Q4 | $381K | Buy |
+14,935
| New | +$381K | ﹤0.01% | 1444 |
|