Cerity Partners’s BioVie BIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,933
| Closed | -$28.7K | – | 2640 |
|
|
2025
Q1 | $28.7K | Buy |
2,933
+1,210
| +70% | +$11.9K | ﹤0.01% | 2424 |
|
|
2024
Q4 | $34.5K | Hold |
1,723
| – | – | ﹤0.01% | 2390 |
|
|
2024
Q3 | $20.7K | Buy |
1,723
+896
| +108% | +$10.8K | ﹤0.01% | 2511 |
|
|
2024
Q2 | $33.1K | Hold |
827
| – | – | ﹤0.01% | 2187 |
|
|
2024
Q1 | $43.7K | Buy |
827
+420
| +103% | +$22.2K | ﹤0.01% | 2253 |
|
|
2023
Q4 | $51.2K | Buy |
407
+51
| +14% | +$6.42K | ﹤0.01% | 1808 |
|
|
2023
Q3 | $122K | Buy |
+356
| New | +$122K | ﹤0.01% | 1314 |
|