Destination Wealth Management’s Cerus CERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,150
| Closed | -$12K | – | 200 |
|
|
2019
Q2 | $12K | Hold |
2,150
| – | – | ﹤0.01% | 421 |
|
|
2019
Q1 | $13K | Hold |
2,150
| – | – | ﹤0.01% | 429 |
|
|
2018
Q4 | $11K | Hold |
2,150
| – | – | ﹤0.01% | 394 |
|
|
2018
Q3 | $16K | Buy |
+2,150
| New | +$16K | ﹤0.01% | 418 |
|
|
2018
Q2 | – | Sell |
-180
| Closed | -$5K | – | 525 |
|
|
2018
Q1 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 441 |
|