IFP Advisors’s Reata Pharmaceuticals, Inc. Class A Common Stock RETA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-300
| Closed | -$51.7K | – | 3408 |
|
2023
Q3 | $51.7K | Hold |
300
| – | – | ﹤0.01% | 1537 |
|
2023
Q2 | $30.6K | Hold |
300
| – | – | ﹤0.01% | 1822 |
|
2023
Q1 | $10.7K | Sell |
300
-21
| -7% | -$746 | ﹤0.01% | 2255 |
|
2022
Q4 | $12K | Sell |
321
-102
| -24% | -$3.81K | ﹤0.01% | 3294 |
|
2022
Q3 | $19K | Hold |
423
| – | – | ﹤0.01% | 3153 |
|
2022
Q2 | $19K | Hold |
423
| – | – | ﹤0.01% | 2915 |
|
2022
Q1 | $19K | Buy |
423
+123
| +41% | +$5.53K | ﹤0.01% | 2915 |
|
2021
Q4 | $8K | Buy |
300
+250
| +500% | +$6.67K | ﹤0.01% | 2283 |
|
2021
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 2529 |
|
2021
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 2359 |
|
2021
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 2424 |
|
2020
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 2268 |
|
2020
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 2194 |
|