AllSquare Wealth Management’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

AllSquare Wealth Management’s Portfolio SURF Stock Details SURF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-83	Closed	-$68	–	573
2023 Q2	$68	Hold	83	–	–	﹤0.01%	551
2023 Q1	$58	Hold	83	–	–	﹤0.01%	546
2022 Q4	$68	Hold	83	–	–	﹤0.01%	520
2022 Q3	$0	Hold	83	–	–	﹤0.01%	543
2022 Q2	$0	Hold	83	–	–	﹤0.01%	537
2022 Q1	$0	Hold	83	–	–	﹤0.01%	541
2021 Q4	$0	Hold	83	–	–	﹤0.01%	513
2021 Q3	$1K	Hold	83	–	–	﹤0.01%	476
2021 Q2	$1K	Hold	83	–	–	﹤0.01%	490
2021 Q1	$1K	Buy	+83	New	+$830	﹤0.01%	487
2020 Q3	–	Sell	-545	Closed	-$3.31K	–	492
2020 Q2	$4K	Buy	+545	New	+$1.97K	﹤0.01%	405

AllSquare Wealth Management's SURF Position: Q3 2023 in Review

AllSquare Wealth Management sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2023, closing a stake of 83 shares — an estimated $68 sold.

AllSquare Wealth Management first reported a position in SURF in Q2 2020 and held it in 11 quarters. The position peaked at $4K in Q2 2020. 0 funds tracked by Wall St. Rank hold SURF as of Q3 2023.

AllSquare Wealth Management reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
AllSquare Wealth Management sold 83 Surface Oncology, Inc. Common Stock shares in Q3 2023, an estimated $68.
AllSquare Wealth Management first reported a position in Surface Oncology, Inc. Common Stock in Q2 2020 and held it in 11 quarters.
AllSquare Wealth Management's Surface Oncology, Inc. Common Stock position peaked at $4K in Q2 2020.
0 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2023.

Based on AllSquare Wealth Management's 13F filing for Q3 2023, filed 27 Nov 2023.