Carson Wealth (CWM LLC)’s Sera Prognostics SERA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
1,111
+43
| +4% | +$116 | ﹤0.01% | 4804 |
|
|
2025
Q1 | $4K | Buy |
1,068
+45
| +4% | +$169 | ﹤0.01% | 4560 |
|
|
2024
Q4 | $8K | Sell |
1,023
-39,554
| -97% | -$309K | ﹤0.01% | 4009 |
|
|
2024
Q3 | $317K | Buy |
40,577
+53
| +0.1% | +$414 | ﹤0.01% | 1514 |
|
|
2024
Q2 | $240K | Hold |
40,524
| – | – | ﹤0.01% | 1488 |
|
|
2024
Q1 | $369K | Hold |
40,524
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q4 | $242K | Buy |
+40,524
| New | +$242K | ﹤0.01% | 1335 |
|