Charles Schwab’s Sera Prognostics SERA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Sell |
12,092
-69,138
| -85% | -$192K | ﹤0.01% | 3474 |
|
|
2025
Q1 | $299K | Buy |
81,230
+2
| +0% | +$7 | ﹤0.01% | 3212 |
|
|
2024
Q4 | $661K | Buy |
81,228
+4,115
| +5% | +$33.5K | ﹤0.01% | 3057 |
|
|
2024
Q3 | $601K | Hold |
77,113
| – | – | ﹤0.01% | 3098 |
|
|
2024
Q2 | $457K | Buy |
77,113
+65,113
| +543% | +$385K | ﹤0.01% | 3236 |
|
|
2024
Q1 | $109K | Hold |
12,000
| – | – | ﹤0.01% | 3297 |
|
|
2023
Q4 | $71.8K | Hold |
12,000
| – | – | ﹤0.01% | 3370 |
|
|
2023
Q3 | $22.3K | Hold |
12,000
| – | – | ﹤0.01% | 3505 |
|
|
2023
Q2 | $39.5K | Hold |
12,000
| – | – | ﹤0.01% | 3449 |
|
|
2023
Q1 | $46K | Buy |
+12,000
| New | +$46K | ﹤0.01% | 3358 |
|
|
2022
Q2 | – | Sell |
-17,744
| Closed | -$68K | – | 3630 |
|
|
2022
Q1 | $68K | Buy |
+17,744
| New | +$68K | ﹤0.01% | 3482 |
|