Charles Schwab
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Charles Schwab’s Serina Therapeutics SER Stock Holding History

Charles Schwab’s Portfolio SER Stock Details SER Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
2020
Q4 		$17K Hold
2020
Q3 		$9K Hold
2020
Q2 		$11K Sell
2020
Q1 		$52K Hold
2019
Q4 		$100K Hold
2019
Q3 		$108K Hold
2019
Q2 		$202K Buy
2019
Q1 		$122K Buy
2018
Q4 		$59K Buy