Creative Planning’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 | $550K | Buy |
117,755
+11,023
| +10% | +$51.5K | ﹤0.01% | 2380 |
|
|
2025
Q1 | $586K | Buy |
106,732
+15,465
| +17% | +$84.9K | ﹤0.01% | 2135 |
|
|
2024
Q4 | $309K | Buy |
91,267
+47,088
| +107% | +$160K | ﹤0.01% | 2630 |
|
|
2024
Q3 | $126K | Sell |
44,179
-1,623
| -4% | -$4.63K | ﹤0.01% | 2972 |
|
|
2024
Q2 | $103K | Buy |
45,802
+16,607
| +57% | +$37.4K | ﹤0.01% | 2819 |
|
|
2024
Q1 | $64.5K | Buy |
+29,195
| New | +$64.5K | ﹤0.01% | 2743 |
|
|
2023
Q3 | – | Sell |
-11,393
| Closed | -$29.9K | – | 2926 |
|
|
2023
Q2 | $29.9K | Buy |
+11,393
| New | +$29.9K | ﹤0.01% | 2456 |
|