Creative Planning’s Sutro Biopharma STRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,636
| Closed | -$107K | – | 2178 |
|
|
2020
Q3 | $107K | Sell |
10,636
-10,637
| -50% | -$107K | ﹤0.01% | 1775 |
|
|
2020
Q2 | $165K | Hold |
21,273
| – | – | ﹤0.01% | 1555 |
|
|
2020
Q1 | $217K | Hold |
21,273
| – | – | ﹤0.01% | 1341 |
|
|
2019
Q4 | $234K | Sell |
21,273
-10,241
| -32% | -$113K | ﹤0.01% | 1544 |
|
|
2019
Q3 | $286K | Hold |
31,514
| – | – | ﹤0.01% | 1384 |
|
|
2019
Q2 | $359K | Buy |
+31,514
| New | +$359K | ﹤0.01% | 1257 |
|