Jeppson Wealth Management’s Cidara Therapeutics CDTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
+6,155
| New | +$300K | 0.1% | 169 |
|
|
2024
Q2 | – | Sell |
-7,433
| Closed | -$137K | – | 207 |
|
|
2024
Q1 | $137K | Buy |
7,433
+310
| +4% | +$5.7K | 0.05% | 201 |
|
|
2023
Q4 | $113K | Buy |
7,123
+245
| +4% | +$3.89K | 0.05% | 197 |
|
|
2023
Q3 | $130K | Buy |
6,878
+122
| +2% | +$2.3K | 0.06% | 178 |
|
|
2023
Q2 | $153K | Sell |
6,756
-97
| -1% | -$2.19K | 0.07% | 187 |
|
|
2023
Q1 | $174K | Sell |
6,853
-1,178
| -15% | -$29.9K | 0.08% | 189 |
|
|
2022
Q4 | $121K | Sell |
8,031
-678
| -8% | -$10.3K | 0.05% | 201 |
|
|
2022
Q3 | $109K | Sell |
8,709
-345
| -4% | -$4.32K | 0.05% | 189 |
|
|
2022
Q2 | $88K | Buy |
9,054
+1,861
| +26% | +$18.1K | 0.04% | 189 |
|
|
2022
Q1 | $119K | Buy |
7,193
+1,667
| +30% | +$27.6K | 0.06% | 169 |
|
|
2021
Q4 | $140K | Buy |
5,526
+2,521
| +84% | +$63.9K | 0.07% | 156 |
|
|
2021
Q3 | $134K | Buy |
3,005
+400
| +15% | +$17.8K | 0.07% | 153 |
|
|
2021
Q2 | $105K | Buy |
2,605
+227
| +10% | +$9.15K | 0.06% | 149 |
|
|
2021
Q1 | $126K | Sell |
2,378
-235
| -9% | -$12.5K | 0.07% | 138 |
|
|
2020
Q4 | $105K | Buy |
2,613
+1,015
| +64% | +$40.8K | 0.07% | 136 |
|
|
2020
Q3 | $91K | Buy |
+1,598
| New | +$91K | 0.07% | 176 |
|