Carson Wealth (CWM LLC)’s Xeris Biopharma Holdings XERS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
55,111
-11,861
| -18% | -$55.3K | ﹤0.01% | 1965 |
|
|
2025
Q1 | $368K | Buy |
66,972
+29,614
| +79% | +$163K | ﹤0.01% | 1574 |
|
|
2024
Q4 | $127K | Buy |
37,358
+3,191
| +9% | +$10.8K | ﹤0.01% | 2121 |
|
|
2024
Q3 | $97K | Buy |
34,167
+16,530
| +94% | +$46.9K | ﹤0.01% | 2210 |
|
|
2024
Q2 | $40K | Buy |
17,637
+4,454
| +34% | +$10.1K | ﹤0.01% | 2625 |
|
|
2024
Q1 | $29K | Buy |
13,183
+13,164
| +69,284% | +$29K | ﹤0.01% | 2660 |
|
|
2023
Q4 | $0 | Buy |
+19
| New | – | ﹤0.01% | 4553 |
|