Creative Planning’s Serina Therapeutics SER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,010
| Closed | -$27.2K | – | 2944 |
|
|
2023
Q4 | $27.2K | Sell |
2,010
-6
| -0.3% | -$81 | ﹤0.01% | 2663 |
|
|
2023
Q3 | $48.2K | Sell |
2,016
-13
| -0.6% | -$311 | ﹤0.01% | 2467 |
|
|
2023
Q2 | $63.7K | Sell |
2,029
-28
| -1% | -$879 | ﹤0.01% | 2397 |
|
|
2023
Q1 | $48K | Hold |
2,057
| – | – | ﹤0.01% | 2323 |
|
|
2022
Q4 | $39.9K | Hold |
2,057
| – | – | ﹤0.01% | 2235 |
|
|
2022
Q3 | $41K | Hold |
2,057
| – | – | ﹤0.01% | 2102 |
|
|
2022
Q2 | $42K | Buy |
2,057
+568
| +38% | +$11.6K | ﹤0.01% | 2053 |
|
|
2022
Q1 | $45K | Buy |
1,489
+575
| +63% | +$17.4K | ﹤0.01% | 2061 |
|
|
2021
Q4 | $35K | Buy |
914
+14
| +2% | +$536 | ﹤0.01% | 2017 |
|
|
2021
Q3 | $30K | Buy |
900
+32
| +4% | +$1.07K | ﹤0.01% | 2015 |
|
|
2021
Q2 | $47K | Sell |
868
-4
| -0.5% | -$217 | ﹤0.01% | 1919 |
|
|
2021
Q1 | $50K | Buy |
+872
| New | +$50K | ﹤0.01% | 2262 |
|