Baker Tilly Wealth Management’s Cerus CERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,599
| Closed | -$33.5K | – | 478 |
|
|
2023
Q2 | $33.5K | Buy |
+13,599
| New | +$33.5K | ﹤0.01% | 543 |
|
|
2023
Q1 | – | Sell |
-11,117
| Closed | -$40.6K | – | 551 |
|
|
2022
Q4 | $40.6K | Sell |
11,117
-2,243
| -17% | -$8.19K | 0.01% | 532 |
|
|
2022
Q3 | $48K | Sell |
13,360
-669
| -5% | -$2.4K | 0.01% | 498 |
|
|
2022
Q2 | $74K | Buy |
+14,029
| New | +$74K | 0.01% | 485 |
|