Plante Moran Financial Advisors’s Heron Therapeutics HRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-250
| Closed | -$4K | – | 885 |
|
|
2020
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 616 |
|
|
2020
Q1 | $3K | Hold |
250
| – | – | ﹤0.01% | 620 |
|
|
2019
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 593 |
|
|
2019
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 684 |
|
|
2019
Q2 | $5K | Buy |
250
+200
| +400% | +$4K | ﹤0.01% | 642 |
|
|
2019
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 743 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 801 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 695 |
|
|
2018
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 723 |
|