CreativeOne Wealth’s Serve Robotics SERV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,567
Closed -$156K 1155
2024
Q4
$156K Buy
+11,567
New +$156K ﹤0.01% 1030