Creative Planning’s Veritone VERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-81,403
| Closed | -$2.32M | – | 2403 |
|
|
2020
Q4 | $2.32M | Sell |
81,403
-23,179
| -22% | -$659K | 0.01% | 604 |
|
|
2020
Q3 | $958K | Hold |
104,582
| – | – | ﹤0.01% | 813 |
|
|
2020
Q2 | $1.55M | Hold |
104,582
| – | – | ﹤0.01% | 577 |
|
|
2020
Q1 | $244K | Sell |
104,582
-330
| -0.3% | -$770 | ﹤0.01% | 1270 |
|
|
2019
Q4 | $261K | Buy |
104,912
+3,750
| +4% | +$9.33K | ﹤0.01% | 1479 |
|
|
2019
Q3 | $361K | Buy |
+101,162
| New | +$361K | ﹤0.01% | 1241 |
|