Creative Planning’s Serina Therapeutics SER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $27.2K | Sell |
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|
2023
Q3 | $48.2K | Sell |
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|
2023
Q2 | $63.7K | Sell |
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|
2023
Q1 | $48K | Hold |
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|
2022
Q4 | $39.9K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q3 | $30K | Buy |
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|
2021
Q2 | $47K | Sell |
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|
2021
Q1 | $50K | Buy |
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