HBK Sorce Advisory’s Vivani Medical VANI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,167
| Closed | -$74K | – | 457 |
|
|
2019
Q4 | $74K | Hold |
4,167
| – | – | 0.01% | 432 |
|
|
2019
Q3 | $82K | Hold |
4,167
| – | – | 0.01% | 400 |
|
|
2019
Q2 | $80K | Hold |
4,167
| – | – | 0.01% | 403 |
|
|
2019
Q1 | $80K | Sell |
4,167
-21
| -0.5% | -$403 | 0.01% | 422 |
|
|
2018
Q4 | $89K | Buy |
4,188
+625
| +18% | +$13.3K | 0.01% | 375 |
|
|
2018
Q3 | $162K | Sell |
3,563
-625
| -15% | -$28.4K | 0.02% | 386 |
|
|
2018
Q2 | $167K | Buy |
4,188
+21
| +0.5% | +$837 | 0.02% | 369 |
|
|
2018
Q1 | $192K | Buy |
4,167
+224
| +6% | +$10.3K | 0.02% | 357 |
|
|
2017
Q4 | $181K | Buy |
3,943
+2,901
| +278% | +$133K | 0.02% | 375 |
|
|
2017
Q3 | $30K | Buy |
+1,042
| New | +$30K | ﹤0.01% | 317 |
|