Douglas Lane & Associates’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-70,900
| Closed | -$150K | – | 247 |
|
|
2023
Q4 | $150K | Hold |
70,900
| – | – | ﹤0.01% | 238 |
|
|
2023
Q3 | $150K | Sell |
70,900
-5,000
| -7% | -$10.6K | ﹤0.01% | 228 |
|
|
2023
Q2 | $244K | Sell |
75,900
-6,000
| -7% | -$19.3K | ﹤0.01% | 213 |
|
|
2023
Q1 | $178K | Sell |
81,900
-2,000
| -2% | -$4.34K | ﹤0.01% | 222 |
|
|
2022
Q4 | $203K | Buy |
+83,900
| New | +$203K | ﹤0.01% | 221 |
|