Creative Planning’s Xoma XOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-81
| Closed | -$1K | – | 3635 |
|
|
2017
Q2 | $1K | Sell |
81
-700
| -90% | -$8.64K | ﹤0.01% | 4397 |
|
|
2017
Q1 | $6K | Sell |
781
-500
| -39% | -$3.84K | ﹤0.01% | 3840 |
|
|
2016
Q4 | $5K | Sell |
1,281
-176
| -12% | -$687 | ﹤0.01% | 3895 |
|
|
2016
Q3 | $13K | Buy |
1,457
+687
| +89% | +$6.13K | ﹤0.01% | 3296 |
|
|
2016
Q2 | $8K | Hold |
770
| – | – | ﹤0.01% | 3351 |
|
|
2016
Q1 | $12K | Buy |
770
+225
| +41% | +$3.51K | ﹤0.01% | 3096 |
|
|
2015
Q4 | $15K | Sell |
545
-2,837
| -84% | -$78.1K | ﹤0.01% | 3010 |
|
|
2015
Q3 | $51K | Buy |
+3,382
| New | +$51K | ﹤0.01% | 2020 |
|
|
2015
Q2 | – | Sell |
-319
| Closed | -$23K | – | 2917 |
|
|
2015
Q1 | $23K | Sell |
319
-38
| -11% | -$2.74K | ﹤0.01% | 2599 |
|
|
2014
Q4 | $26K | Buy |
357
+350
| +5,000% | +$25.5K | ﹤0.01% | 2450 |
|
|
2014
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 3747 |
|
|
2014
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 3555 |
|
|
2014
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 3423 |
|
|
2013
Q4 | $1K | Sell |
7
-5
| -42% | -$714 | ﹤0.01% | 3235 |
|
|
2013
Q3 | $1K | Sell |
12
-38
| -76% | -$3.17K | ﹤0.01% | 3125 |
|
|
2013
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 2638 |
|