AE Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-79,787
| Closed | -$123K | – | 1889 |
|
|
2022
Q2 | $123K | Buy |
79,787
+9,763
| +14% | +$15.1K | ﹤0.01% | 1626 |
|
|
2022
Q1 | $179K | Buy |
70,024
+10,358
| +17% | +$26.5K | ﹤0.01% | 1582 |
|
|
2021
Q4 | $175K | Buy |
59,666
+13,588
| +29% | +$39.9K | ﹤0.01% | 1611 |
|
|
2021
Q3 | $113K | Buy |
46,078
+5,108
| +12% | +$12.5K | ﹤0.01% | 1545 |
|
|
2021
Q2 | $167K | Buy |
+40,970
| New | +$167K | ﹤0.01% | 1510 |
|
|
2020
Q4 | – | Sell |
-11,140
| Closed | -$66K | – | 1420 |
|
|
2020
Q3 | $66K | Buy |
+11,140
| New | +$66K | ﹤0.01% | 1223 |
|