Commonwealth Equity Services’s Sera Prognostics SERA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-58,123
| Closed | -$529K | – | 4151 |
|
|
2024
Q1 | $529K | Sell |
58,123
-12,465
| -18% | -$113K | ﹤0.01% | 2771 |
|
|
2023
Q4 | $422K | Hold |
70,588
| – | – | ﹤0.01% | 2878 |
|
|
2023
Q3 | $131K | Hold |
70,588
| – | – | ﹤0.01% | 3514 |
|
|
2023
Q2 | $233K | Hold |
70,588
| – | – | ﹤0.01% | 3259 |
|
|
2023
Q1 | $270 | Hold |
70,588
| – | – | ﹤0.01% | 3052 |
|
|
2022
Q4 | $88K | Sell |
70,588
-964
| -1% | -$1.2K | ﹤0.01% | 3434 |
|
|
2022
Q3 | $114K | Sell |
71,552
-42
| -0.1% | -$67 | ﹤0.01% | 3345 |
|
|
2022
Q2 | $117K | Buy |
+71,594
| New | +$117K | ﹤0.01% | 3337 |
|