AWM
XLRN
Avior Wealth Management’s Acceleron Pharma Inc. XLRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,464
| Closed | -$940K | – | 1279 |
|
|
2021
Q3 | $940K | Buy |
5,464
+93
| +2% | +$16K | 0.08% | 193 |
|
|
2021
Q2 | $674K | Sell |
5,371
-253
| -4% | -$31.7K | 0.07% | 238 |
|
|
2021
Q1 | $762K | Sell |
5,624
-16
| -0.3% | -$2.17K | 0.08% | 217 |
|
|
2020
Q4 | $721K | Hold |
5,640
| – | – | 0.09% | 196 |
|
|
2020
Q3 | $634K | Buy |
5,640
+1,640
| +41% | +$184K | 0.09% | 192 |
|
|
2020
Q2 | $381K | Buy |
4,000
+510
| +15% | +$48.6K | 0.06% | 289 |
|
|
2020
Q1 | $313K | Sell |
3,490
-2,510
| -42% | -$225K | 0.06% | 265 |
|
|
2019
Q4 | $318K | Sell |
6,000
-920
| -13% | -$48.8K | 0.05% | 314 |
|
|
2019
Q3 | $273K | Hold |
6,920
| – | – | 0.05% | 316 |
|
|
2019
Q2 | $284K | Sell |
6,920
-340
| -5% | -$14K | 0.05% | 307 |
|
|
2019
Q1 | $338K | Buy |
7,260
+3,170
| +78% | +$148K | 0.07% | 255 |
|
|
2018
Q4 | $178K | Buy |
4,090
+50
| +1% | +$2.18K | 0.04% | 333 |
|
|
2018
Q3 | $231K | Buy |
4,040
+1,570
| +64% | +$89.8K | 0.05% | 313 |
|
|
2018
Q2 | $120K | Sell |
2,470
-1,290
| -34% | -$62.7K | 0.03% | 425 |
|
|
2018
Q1 | $147K | Sell |
3,760
-780
| -17% | -$30.5K | 0.03% | 395 |
|
|
2017
Q4 | $193K | Buy |
+4,540
| New | +$193K | 0.04% | 336 |
|