Arete Wealth Advisors’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 |
-54,465
| Closed | -$47K | – | 758 |
|
|
2023
Q2 | $47K | Buy |
54,465
+500
| +0.9% | +$431 | ﹤0.01% | 647 |
|
|
2023
Q1 | $38K | Sell |
53,965
-8,191
| -13% | -$5.77K | ﹤0.01% | 628 |
|
|
2022
Q4 | $51M | Buy |
62,156
+4,966
| +9% | +$4.07M | ﹤0.01% | 602 |
|
|
2022
Q3 | $59K | Sell |
57,190
-5,414
| -9% | -$5.59K | 0.01% | 555 |
|
|
2022
Q2 | $103K | Buy |
62,604
+8,492
| +16% | +$14K | 0.01% | 443 |
|
|
2022
Q1 | $159K | Sell |
54,112
-1,695
| -3% | -$4.98K | 0.01% | 488 |
|
|
2021
Q4 | $283K | Buy |
+55,807
| New | +$283K | 0.02% | 393 |
|
|
2021
Q3 | – | Sell |
-15,735
| Closed | -$103K | – | 453 |
|
|
2021
Q2 | $103K | Buy |
+15,735
| New | +$103K | 0.01% | 355 |
|