Creative Planning’s Strata Critical Medical, Inc. Class A Common Stock SRTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,936
| Closed | -$28.3K | – | 2747 |
|
|
2023
Q3 | $28.3K | Sell |
10,936
-100
| -0.9% | -$259 | ﹤0.01% | 2531 |
|
|
2023
Q2 | $43.5K | Sell |
11,036
-5,764
| -34% | -$22.7K | ﹤0.01% | 2427 |
|
|
2023
Q1 | $56.8K | Sell |
16,800
-905
| -5% | -$3.06K | ﹤0.01% | 2310 |
|
|
2022
Q4 | $63.4K | Sell |
17,705
-515
| -3% | -$1.84K | ﹤0.01% | 2189 |
|
|
2022
Q3 | $73K | Hold |
18,220
| – | – | ﹤0.01% | 2055 |
|
|
2022
Q2 | $81K | Buy |
+18,220
| New | +$81K | ﹤0.01% | 1982 |
|
|
2021
Q2 | – | Sell |
-11,025
| Closed | -$113K | – | 2028 |
|
|
2021
Q1 | $113K | Buy |
+11,025
| New | +$113K | ﹤0.01% | 2173 |
|