IFP Advisors’s Cymabay Therapeutics CBAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-650
| Closed | -$21.1K | – | 3374 |
|
2024
Q1 | $21.1K | Hold |
650
| – | – | ﹤0.01% | 1940 |
|
2023
Q4 | $15.4K | Hold |
650
| – | – | ﹤0.01% | 2021 |
|
2023
Q3 | $9.69K | Hold |
650
| – | – | ﹤0.01% | 2266 |
|
2023
Q2 | $7.12K | Hold |
650
| – | – | ﹤0.01% | 2412 |
|
2023
Q1 | $8.24K | Sell |
650
-1,000
| -61% | -$12.7K | ﹤0.01% | 2374 |
|
2022
Q4 | $21K | Hold |
1,650
| – | – | ﹤0.01% | 2859 |
|
2022
Q3 | $21K | Hold |
1,650
| – | – | ﹤0.01% | 3058 |
|
2022
Q2 | $21K | Hold |
1,650
| – | – | ﹤0.01% | 2816 |
|
2022
Q1 | $21K | Buy |
1,650
+1,000
| +154% | +$12.7K | ﹤0.01% | 2816 |
|
2021
Q4 | $2K | Hold |
650
| – | – | ﹤0.01% | 2821 |
|
2021
Q3 | $2K | Hold |
650
| – | – | ﹤0.01% | 2855 |
|
2021
Q2 | $3K | Hold |
650
| – | – | ﹤0.01% | 2663 |
|
2021
Q1 | $3K | Hold |
650
| – | – | ﹤0.01% | 2579 |
|
2020
Q4 | $4K | Hold |
650
| – | – | ﹤0.01% | 2434 |
|
2020
Q3 | $5K | Buy |
+650
| New | +$5K | ﹤0.01% | 2191 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3897 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 3789 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 3739 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 3742 |
|
2019
Q1 | – | Sell |
-1,020
| Closed | -$8K | – | 3541 |
|
2018
Q4 | $8K | Hold |
1,020
| – | – | ﹤0.01% | 2596 |
|
2018
Q3 | $11K | Buy |
1,020
+20
| +2% | +$216 | ﹤0.01% | 2792 |
|
2018
Q2 | $13K | Sell |
1,000
-4,000
| -80% | -$52K | ﹤0.01% | 2718 |
|
2018
Q1 | $46K | Hold |
5,000
| – | – | ﹤0.01% | 1870 |
|
2017
Q4 | $46K | Hold |
5,000
| – | – | ﹤0.01% | 1866 |
|
2017
Q3 | $40K | Buy |
5,000
+1,000
| +25% | +$8K | ﹤0.01% | 2122 |
|
2017
Q2 | $23K | Buy |
+4,000
| New | +$23K | ﹤0.01% | 2483 |
|