Creative Planning’s Verastem VSTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,921
| Closed | -$175K | – | 2341 |
|
|
2021
Q1 | $175K | Buy |
5,921
+3,834
| +184% | +$113K | ﹤0.01% | 2088 |
|
|
2020
Q4 | $53K | Sell |
2,087
-6,750
| -76% | -$171K | ﹤0.01% | 2022 |
|
|
2020
Q3 | $128K | Sell |
8,837
-375
| -4% | -$5.43K | ﹤0.01% | 1756 |
|
|
2020
Q2 | $190K | Sell |
9,212
-1,000
| -10% | -$20.6K | ﹤0.01% | 1524 |
|
|
2020
Q1 | $324K | Buy |
10,212
+416
| +4% | +$13.2K | ﹤0.01% | 1140 |
|
|
2019
Q4 | $158K | Buy |
9,796
+2,080
| +27% | +$33.5K | ﹤0.01% | 1675 |
|
|
2019
Q3 | $112K | Hold |
7,716
| – | – | ﹤0.01% | 1690 |
|
|
2019
Q2 | $140K | Sell |
7,716
-292
| -4% | -$5.3K | ﹤0.01% | 1688 |
|
|
2019
Q1 | $284K | Buy |
8,008
+339
| +4% | +$12K | ﹤0.01% | 1349 |
|
|
2018
Q4 | $309K | Buy |
7,669
+2,333
| +44% | +$94K | ﹤0.01% | 1209 |
|
|
2018
Q3 | $464K | Buy |
5,336
+457
| +9% | +$39.7K | ﹤0.01% | 1114 |
|
|
2018
Q2 | $403K | Buy |
4,879
+1,129
| +30% | +$93.3K | ﹤0.01% | 1179 |
|
|
2018
Q1 | $134K | Buy |
3,750
+2,000
| +114% | +$71.5K | ﹤0.01% | 1681 |
|
|
2017
Q4 | $64K | Buy |
1,750
+500
| +40% | +$18.3K | ﹤0.01% | 1772 |
|
|
2017
Q3 | $71K | Buy |
+1,250
| New | +$71K | ﹤0.01% | 1733 |
|
|
2017
Q1 | – | Sell |
-42
| Closed | -$1K | – | 4695 |
|
|
2016
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 4333 |
|
|
2016
Q2 | – | Sell |
-770
| Closed | -$15K | – | 4354 |
|
|
2016
Q1 | $15K | Hold |
770
| – | – | ﹤0.01% | 2946 |
|
|
2015
Q4 | $17K | Hold |
770
| – | – | ﹤0.01% | 2921 |
|
|
2015
Q3 | $17K | Buy |
+770
| New | +$17K | ﹤0.01% | 2841 |
|
|
2015
Q2 | – | Sell |
-770
| Closed | -$94K | – | 2856 |
|
|
2015
Q1 | $94K | Sell |
770
-257
| -25% | -$31.4K | ﹤0.01% | 1600 |
|
|
2014
Q4 | $113K | Hold |
1,027
| – | – | ﹤0.01% | 1481 |
|
|
2014
Q3 | $105K | Hold |
1,027
| – | – | ﹤0.01% | 1432 |
|
|
2014
Q2 | $112K | Hold |
1,027
| – | – | ﹤0.01% | 1360 |
|
|
2014
Q1 | $133K | Sell |
1,027
-342
| -25% | -$44.3K | ﹤0.01% | 1219 |
|
|
2013
Q4 | $187K | Hold |
1,369
| – | – | ﹤0.01% | 896 |
|
|
2013
Q3 | $205K | Buy |
+1,369
| New | +$205K | ﹤0.01% | 758 |
|