Carson Wealth (CWM LLC)’s Serina Therapeutics SER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | – | – | 4480 |
|
|
2023
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4365 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | – | – | 4107 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3891 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3648 |
|
|
2021
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 2982 |
|
|
2021
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 2982 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 2982 |
|
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 2982 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 2982 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 2982 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 2982 |
|
|
2019
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 2982 |
|
|
2019
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 2982 |
|
|
2019
Q1 | $0 | Sell |
9
-34
| -79% | – | ﹤0.01% | 3284 |
|
|
2018
Q4 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 1549 |
|