Creative Planning’s Savara SVRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
56,001
-37,888
| -40% | -$86.4K | ﹤0.01% | 3362 |
|
|
2025
Q1 | $260K | Buy |
93,889
+78,025
| +492% | +$216K | ﹤0.01% | 2867 |
|
|
2024
Q4 | $48.7K | Buy |
+15,864
| New | +$48.7K | ﹤0.01% | 3239 |
|
|
2017
Q3 | – | Sell |
-1,153
| Closed | -$7K | – | 3403 |
|
|
2017
Q2 | $7K | Sell |
1,153
-91
| -7% | -$552 | ﹤0.01% | 3793 |
|
|
2017
Q1 | $11K | Sell |
1,244
-1,305
| -51% | -$11.5K | ﹤0.01% | 3497 |
|
|
2016
Q4 | $15K | Sell |
2,549
-3,357
| -57% | -$19.8K | ﹤0.01% | 3234 |
|
|
2016
Q3 | $45K | Sell |
5,906
-291
| -5% | -$2.22K | ﹤0.01% | 2428 |
|
|
2016
Q2 | $204K | Buy |
6,197
+1,486
| +32% | +$48.9K | ﹤0.01% | 1241 |
|
|
2016
Q1 | $90K | Buy |
4,711
+1,992
| +73% | +$38.1K | ﹤0.01% | 1696 |
|
|
2015
Q4 | $80K | Sell |
2,719
-4,390
| -62% | -$129K | ﹤0.01% | 1756 |
|
|
2015
Q3 | $289K | Buy |
7,109
+770
| +12% | +$31.3K | ﹤0.01% | 985 |
|
|
2015
Q2 | $217K | Buy |
6,339
+600
| +10% | +$20.5K | ﹤0.01% | 845 |
|
|
2015
Q1 | $195K | Buy |
5,739
+329
| +6% | +$11.2K | ﹤0.01% | 1193 |
|
|
2014
Q4 | $212K | Buy |
5,410
+3,500
| +183% | +$137K | ﹤0.01% | 1105 |
|
|
2014
Q3 | $74K | Buy |
1,910
+214
| +13% | +$8.29K | ﹤0.01% | 1652 |
|
|
2014
Q2 | $75K | Buy |
1,696
+143
| +9% | +$6.32K | ﹤0.01% | 1601 |
|
|
2014
Q1 | $74K | Sell |
1,553
-114
| -7% | -$5.43K | ﹤0.01% | 1570 |
|
|
2013
Q4 | $54K | Sell |
1,667
-86
| -5% | -$2.79K | ﹤0.01% | 1560 |
|
|
2013
Q3 | $54K | Buy |
+1,753
| New | +$54K | ﹤0.01% | 1465 |
|