Creative Planning’s Sio Gene Therapies Inc. Common Stock SIOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-56,728
| Closed | -$148K | – | 2411 |
|
|
2021
Q1 | $148K | Buy |
56,728
+10,453
| +23% | +$27.3K | ﹤0.01% | 2123 |
|
|
2020
Q4 | $129K | Buy |
+46,275
| New | +$129K | ﹤0.01% | 1940 |
|
|
2017
Q3 | – | Sell |
-8
| Closed | -$1K | – | 3849 |
|
|
2017
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 4419 |
|
|
2017
Q1 | – | Sell |
-375
| Closed | -$37K | – | 4739 |
|
|
2016
Q4 | $37K | Buy |
+375
| New | +$37K | ﹤0.01% | 2616 |
|
|
2016
Q3 | – | Sell |
-38
| Closed | -$4K | – | 4555 |
|
|
2016
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 3713 |
|
|
2016
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 3779 |
|
|
2015
Q4 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 3649 |
|