Cornerstone Planning Group’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-250
Closed -$217 1315
2023
Q2
$217 Buy
+250
New +$178 ﹤0.01% 1514
2022
Q4
$255 Buy
+250
New +$246 ﹤0.01% 1502

Cornerstone Planning Group's SURF Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2023, closing a stake of 250 shares — an estimated $217 sold.

Cornerstone Planning Group first reported a position in SURF in Q4 2022 and held it in 2 quarters. The position peaked at $255 in Q4 2022. 0 funds tracked by Wall St. Rank hold SURF as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 250 Surface Oncology, Inc. Common Stock shares in Q3 2023, an estimated $217.
  • Cornerstone Planning Group first reported a position in Surface Oncology, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Surface Oncology, Inc. Common Stock position peaked at $255 in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.