Mark Sheptoff Financial Planning’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,550
| Closed | -$140K | – | 483 |
|
|
2021
Q3 | $140K | Sell |
2,550
-300
| -11% | -$16.5K | 0.08% | 121 |
|
|
2021
Q2 | $136K | Sell |
2,850
-1,100
| -28% | -$52.5K | 0.07% | 124 |
|
|
2021
Q1 | $200K | Sell |
3,950
-550
| -12% | -$27.8K | 0.11% | 96 |
|
|
2020
Q4 | $283K | Sell |
4,500
-100
| -2% | -$6.29K | 0.16% | 82 |
|
|
2020
Q3 | $309K | Buy |
4,600
+200
| +5% | +$13.4K | 0.19% | 72 |
|
|
2020
Q2 | $184K | Buy |
4,400
+400
| +10% | +$16.7K | 0.12% | 94 |
|
|
2020
Q1 | $126K | Buy |
4,000
+500
| +14% | +$15.8K | 0.1% | 95 |
|
|
2019
Q4 | $141K | Buy |
+3,500
| New | +$141K | 0.09% | 104 |
|