Corient Private Wealth’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 | $277K | Buy |
100,000
+42,500
| +74% | +$118K | ﹤0.01% | 2119 |
|
|
2025
Q1 | $212K | Buy |
57,500
+10,000
| +21% | +$36.8K | ﹤0.01% | 2035 |
|
|
2024
Q4 | $387K | Hold |
47,500
| – | – | ﹤0.01% | 1757 |
|
|
2024
Q3 | $371K | Hold |
47,500
| – | – | ﹤0.01% | 1885 |
|
|
2024
Q2 | $281K | Buy |
47,500
+17,500
| +58% | +$104K | ﹤0.01% | 1940 |
|
|
2024
Q1 | $273K | Hold |
30,000
| – | – | ﹤0.01% | 1937 |
|
|
2023
Q4 | $179K | Buy |
+30,000
| New | +$179K | ﹤0.01% | 2094 |
|