Creative Planning’s Tvardi Therapeutics, Inc. Common Stock TVRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-267
| Closed | -$207K | – | 1957 |
|
|
2019
Q2 | $207K | Buy |
+267
| New | +$207K | ﹤0.01% | 1590 |
|
|
2018
Q4 | – | Sell |
-240
| Closed | -$207K | – | 1951 |
|
|
2018
Q3 | $207K | Buy |
+240
| New | +$207K | ﹤0.01% | 1644 |
|
|
2018
Q1 | – | Sell |
-651
| Closed | -$287K | – | 1994 |
|
|
2017
Q4 | $287K | Sell |
651
-85
| -12% | -$37.5K | ﹤0.01% | 1378 |
|
|
2017
Q3 | $363K | Buy |
736
+11
| +2% | +$5.43K | ﹤0.01% | 1211 |
|
|
2017
Q2 | $402K | Buy |
725
+327
| +82% | +$181K | ﹤0.01% | 1125 |
|
|
2017
Q1 | $264K | Buy |
398
+33
| +9% | +$21.9K | ﹤0.01% | 1324 |
|
|
2016
Q4 | $122K | Buy |
365
+198
| +119% | +$66.2K | ﹤0.01% | 1713 |
|
|
2016
Q3 | $50K | Buy |
+167
| New | +$50K | ﹤0.01% | 2347 |
|