Mark Sheptoff Financial Planning’s PDS Biotechnology PDSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-470
| Closed | -$88K | – | 392 |
|
|
2017
Q4 | $88K | Sell |
470
-135
| -22% | -$25.3K | 0.06% | 146 |
|
|
2017
Q3 | $130K | Sell |
605
-115
| -16% | -$24.7K | 0.09% | 130 |
|
|
2017
Q2 | $148K | Sell |
720
-50
| -6% | -$10.3K | 0.1% | 122 |
|
|
2017
Q1 | $140K | Sell |
770
-25
| -3% | -$4.55K | 0.1% | 122 |
|
|
2016
Q4 | $199K | Buy |
795
+255
| +47% | +$63.8K | 0.15% | 99 |
|
|
2016
Q3 | $112K | Hold |
540
| – | – | 0.08% | 125 |
|
|
2016
Q2 | $109K | Buy |
540
+490
| +980% | +$98.9K | 0.08% | 122 |
|
|
2016
Q1 | $9K | Buy |
+50
| New | +$9K | 0.01% | 254 |
|