Corient Private Wealth’s Xeris Biopharma Holdings XERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
+68,500
| New | +$320K | ﹤0.01% | 2041 |
|
|
2025
Q1 | – | Sell |
-25,200
| Closed | -$85.4K | – | 2451 |
|
|
2024
Q4 | $85.4K | Hold |
25,200
| – | – | ﹤0.01% | 2238 |
|
|
2024
Q3 | $71.8K | Buy |
25,200
+8,800
| +54% | +$25.1K | ﹤0.01% | 2330 |
|
|
2024
Q2 | $36.9K | Buy |
16,400
+5,400
| +49% | +$12.2K | ﹤0.01% | 2271 |
|
|
2024
Q1 | $24.3K | Buy |
+11,000
| New | +$24.3K | ﹤0.01% | 2248 |
|