Charles Schwab’s Serina Therapeutics SER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-303
| Closed | -$17K | – | 3523 |
|
|
2020
Q4 | $17K | Hold |
303
| – | – | ﹤0.01% | 3376 |
|
|
2020
Q3 | $9K | Hold |
303
| – | – | ﹤0.01% | 3335 |
|
|
2020
Q2 | $11K | Sell |
303
-1,257
| -81% | -$45.6K | ﹤0.01% | 3311 |
|
|
2020
Q1 | $52K | Hold |
1,560
| – | – | ﹤0.01% | 3153 |
|
|
2019
Q4 | $100K | Hold |
1,560
| – | – | ﹤0.01% | 3096 |
|
|
2019
Q3 | $108K | Hold |
1,560
| – | – | ﹤0.01% | 3091 |
|
|
2019
Q2 | $202K | Buy |
1,560
+705
| +82% | +$91.3K | ﹤0.01% | 3086 |
|
|
2019
Q1 | $122K | Buy |
855
+303
| +55% | +$43.2K | ﹤0.01% | 3079 |
|
|
2018
Q4 | $59K | Buy |
+552
| New | +$59K | ﹤0.01% | 3124 |
|