CAPTRUST Financial Advisors’s Xeris Biopharma Holdings XERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5K | Sell |
10,806
-976
| -8% | -$4.56K | ﹤0.01% | 2423 |
|
|
2025
Q1 | $64.7K | Buy |
+11,782
| New | +$64.7K | ﹤0.01% | 2269 |
|
|
2021
Q4 | – | Sell |
-2,783
| Closed | -$7K | – | 4940 |
|
|
2021
Q3 | $7K | Sell |
2,783
-216
| -7% | -$543 | ﹤0.01% | 3824 |
|
|
2021
Q2 | $12K | Sell |
2,999
-106
| -3% | -$424 | ﹤0.01% | 3458 |
|
|
2021
Q1 | $14K | Buy |
+3,105
| New | +$14K | ﹤0.01% | 3245 |
|