Mark Sheptoff Financial Planning’s Acadia Pharmaceuticals ACAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-500
| Closed | -$13K | – | 411 |
|
|
2021
Q1 | $13K | Hold |
500
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $27K | Hold |
500
| – | – | 0.02% | 196 |
|
|
2020
Q3 | $21K | Hold |
500
| – | – | 0.01% | 187 |
|
|
2020
Q2 | $24K | Hold |
500
| – | – | 0.02% | 184 |
|
|
2020
Q1 | $21K | Hold |
500
| – | – | 0.02% | 179 |
|
|
2019
Q4 | $21K | Hold |
500
| – | – | 0.01% | 210 |
|
|
2019
Q3 | $18K | Hold |
500
| – | – | 0.01% | 219 |
|
|
2019
Q2 | $13K | Hold |
500
| – | – | 0.01% | 247 |
|
|
2019
Q1 | $13K | Hold |
500
| – | – | 0.01% | 245 |
|
|
2018
Q4 | $8K | Hold |
500
| – | – | 0.01% | 253 |
|
|
2018
Q3 | $10K | Hold |
500
| – | – | 0.01% | 287 |
|
|
2018
Q2 | $8K | Hold |
500
| – | – | 0.01% | 295 |
|
|
2018
Q1 | $11K | Hold |
500
| – | – | 0.01% | 273 |
|
|
2017
Q4 | $15K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2017
Q3 | $19K | Hold |
500
| – | – | 0.01% | 239 |
|
|
2017
Q2 | $14K | Sell |
500
-1
| -0.2% | -$28 | 0.01% | 253 |
|
|
2017
Q1 | $17K | Buy |
501
+1
| +0.2% | +$34 | 0.01% | 243 |
|
|
2016
Q4 | $14K | Hold |
500
| – | – | 0.01% | 245 |
|
|
2016
Q3 | $16K | Hold |
500
| – | – | 0.01% | 235 |
|
|
2016
Q2 | $16K | Hold |
500
| – | – | 0.01% | 222 |
|
|
2016
Q1 | $14K | Hold |
500
| – | – | 0.01% | 230 |
|
|
2015
Q4 | $18K | Hold |
500
| – | – | 0.01% | 225 |
|
|
2015
Q3 | $17K | Hold |
500
| – | – | 0.01% | 217 |
|
|
2015
Q2 | $21K | Hold |
500
| – | – | 0.02% | 217 |
|
|
2015
Q1 | $16K | Hold |
500
| – | – | 0.01% | 235 |
|
|
2014
Q4 | $16K | Hold |
500
| – | – | 0.01% | 233 |
|
|
2014
Q3 | $12K | Hold |
500
| – | – | 0.01% | 260 |
|
|
2014
Q2 | $11K | Hold |
500
| – | – | 0.01% | 268 |
|
|
2014
Q1 | $12K | Buy |
+500
| New | +$12K | 0.01% | 266 |
|