Circle Wealth Management’s Aerie Pharmaceuticals, Inc. AERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,240
| Closed | -$260K | – | 229 |
|
|
2020
Q4 | $260K | Buy |
19,240
+1,520
| +9% | +$20.5K | 0.04% | 205 |
|
|
2020
Q3 | $209K | Buy |
17,720
+50
| +0.3% | +$590 | 0.03% | 191 |
|
|
2020
Q2 | $261K | Sell |
17,670
-2,700
| -13% | -$39.9K | 0.05% | 163 |
|
|
2020
Q1 | $275K | Buy |
20,370
+1,330
| +7% | +$18K | 0.05% | 151 |
|
|
2019
Q4 | $460K | Buy |
+19,040
| New | +$460K | 0.08% | 110 |
|