Advisory Research’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-236,682
| Closed | -$502K | – | 385 |
|
|
2023
Q3 | $502K | Sell |
236,682
-684,653
| -74% | -$1.45M | 0.07% | 280 |
|
|
2023
Q2 | $2.96M | Buy |
921,335
+426,559
| +86% | +$1.37M | 0.38% | 72 |
|
|
2023
Q1 | $1.07M | Buy |
494,776
+297,752
| +151% | +$646K | 0.18% | 147 |
|
|
2022
Q4 | $477K | Hold |
197,024
| – | – | 0.04% | 255 |
|
|
2022
Q3 | $461K | Buy |
+197,024
| New | +$461K | 0.05% | 245 |
|