CarsonAllaria Wealth Management’s Xoma XOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-420
| Closed | -$7.93K | – | 411 |
|
|
2023
Q2 | $7.93K | Hold |
420
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $8.87K | Hold |
420
| – | – | 0.01% | 223 |
|
|
2022
Q4 | $8K | Sell |
420
-45
| -10% | -$857 | 0.01% | 211 |
|
|
2022
Q3 | $8K | Hold |
465
| – | – | 0.01% | 207 |
|
|
2022
Q2 | $10K | Hold |
465
| – | – | 0.01% | 191 |
|
|
2022
Q1 | $13K | Hold |
465
| – | – | 0.01% | 183 |
|
|
2021
Q4 | $10K | Buy |
+465
| New | +$10K | 0.01% | 208 |
|