Charles Schwab’s Surface Oncology, Inc. Common Stock SURF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-44,721
| Closed | -$38.9K | – | 3675 |
|
|
2023
Q2 | $38.9K | Buy |
+44,721
| New | +$38.9K | ﹤0.01% | 3455 |
|
|
2022
Q4 | – | Sell |
-12,172
| Closed | -$13K | – | 3579 |
|
|
2022
Q3 | $13K | Hold |
12,172
| – | – | ﹤0.01% | 3502 |
|
|
2022
Q2 | $20K | Sell |
12,172
-82,232
| -87% | -$135K | ﹤0.01% | 3518 |
|
|
2022
Q1 | $278K | Buy |
94,404
+6,450
| +7% | +$19K | ﹤0.01% | 3231 |
|
|
2021
Q4 | $421K | Hold |
87,954
| – | – | ﹤0.01% | 3200 |
|
|
2021
Q3 | $666K | Buy |
87,954
+5,237
| +6% | +$39.7K | ﹤0.01% | 3042 |
|
|
2021
Q2 | $618K | Buy |
+82,717
| New | +$618K | ﹤0.01% | 3100 |
|
|
2021
Q1 | – | Sell |
-10,490
| Closed | -$97K | – | 3527 |
|
|
2020
Q4 | $97K | Hold |
10,490
| – | – | ﹤0.01% | 3321 |
|
|
2020
Q3 | $73K | Buy |
+10,490
| New | +$73K | ﹤0.01% | 3262 |
|
|
2019
Q3 | – | Sell |
-20,914
| Closed | -$59K | – | 3195 |
|
|
2019
Q2 | $59K | Sell |
20,914
-22,879
| -52% | -$64.5K | ﹤0.01% | 3137 |
|
|
2019
Q1 | $209K | Buy |
43,793
+711
| +2% | +$3.39K | ﹤0.01% | 3014 |
|
|
2018
Q4 | $183K | Buy |
43,082
+9,136
| +27% | +$38.8K | ﹤0.01% | 3027 |
|
|
2018
Q3 | $372K | Buy |
33,946
+2,218
| +7% | +$24.3K | ﹤0.01% | 2938 |
|
|
2018
Q2 | $518K | Buy |
+31,728
| New | +$518K | ﹤0.01% | 2793 |
|