Creative Planning’s Cassava Sciences SAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,831
| Closed | -$201K | – | 3639 |
|
|
2024
Q3 | $201K | Buy |
+6,831
| New | +$201K | ﹤0.01% | 2834 |
|
|
2023
Q3 | – | Sell |
-12,616
| Closed | -$309K | – | 2896 |
|
|
2023
Q2 | $309K | Buy |
12,616
+1,125
| +10% | +$27.6K | ﹤0.01% | 1883 |
|
|
2023
Q1 | $277K | Sell |
11,491
-1,483
| -11% | -$35.8K | ﹤0.01% | 1871 |
|
|
2022
Q4 | $383K | Sell |
12,974
-149
| -1% | -$4.4K | ﹤0.01% | 1563 |
|
|
2022
Q3 | $549K | Buy |
13,123
+718
| +6% | +$30K | ﹤0.01% | 1269 |
|
|
2022
Q2 | $349K | Sell |
12,405
-2,333
| -16% | -$65.6K | ﹤0.01% | 1508 |
|
|
2022
Q1 | $547K | Sell |
14,738
-4,185
| -22% | -$155K | ﹤0.01% | 1275 |
|
|
2021
Q4 | $827K | Buy |
18,923
+750
| +4% | +$32.8K | ﹤0.01% | 1041 |
|
|
2021
Q3 | $1.13M | Buy |
+18,173
| New | +$1.13M | ﹤0.01% | 889 |
|
|
2021
Q2 | – | Sell |
-18,498
| Closed | -$831K | – | 2283 |
|
|
2021
Q1 | $831K | Buy |
18,498
+4,350
| +31% | +$195K | ﹤0.01% | 1124 |
|
|
2020
Q4 | $96K | Sell |
14,148
-28,450
| -67% | -$193K | ﹤0.01% | 1973 |
|
|
2020
Q3 | $490K | Buy |
42,598
+20,950
| +97% | +$241K | ﹤0.01% | 1134 |
|
|
2020
Q2 | $67K | Buy |
21,648
+8,350
| +63% | +$25.8K | ﹤0.01% | 1694 |
|
|
2020
Q1 | $55K | Buy |
+13,298
| New | +$55K | ﹤0.01% | 1594 |
|
|
2017
Q3 | – | Sell |
-48
| Closed | – | – | 3275 |
|
|
2017
Q2 | $0 | Hold |
48
| – | – | ﹤0.01% | 4633 |
|
|
2017
Q1 | $0 | Hold |
48
| – | – | ﹤0.01% | 4653 |
|
|
2016
Q4 | $0 | Buy |
+48
| New | – | ﹤0.01% | 4574 |
|
|
2013
Q4 | – | Sell |
-171
| Closed | -$3K | – | 3449 |
|
|
2013
Q3 | $3K | Buy |
+171
| New | +$3K | ﹤0.01% | 2906 |
|