AllSquare Wealth Management’s Surface Oncology, Inc. Common Stock SURF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-83
| Closed | -$68 | – | 574 |
|
|
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% | 552 |
|
|
2022
Q1 | $0 | Hold |
83
| – | – | ﹤0.01% | 558 |
|
|
2021
Q4 | $0 | Hold |
83
| – | – | ﹤0.01% | 515 |
|
|
2021
Q3 | $1K | Hold |
83
| – | – | ﹤0.01% | 476 |
|
|
2021
Q2 | $1K | Hold |
83
| – | – | ﹤0.01% | 488 |
|
|
2021
Q1 | $1K | Buy |
+83
| New | +$1K | ﹤0.01% | 484 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 497 |
|
|
2020
Q3 | – | Sell |
-545
| Closed | -$4K | – | 488 |
|
|
2020
Q2 | $4K | Buy |
+545
| New | +$4K | ﹤0.01% | 404 |
|