EP Wealth Advisors’s PDS Biotechnology PDSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,207
| Closed | -$29.9K | – | 1200 |
|
|
2024
Q2 | $29.9K | Hold |
10,207
| – | – | ﹤0.01% | 843 |
|
|
2024
Q1 | $40.4K | Hold |
10,207
| – | – | ﹤0.01% | 820 |
|
|
2023
Q4 | $50.7K | Hold |
10,207
| – | – | ﹤0.01% | 802 |
|
|
2023
Q3 | $51.5K | Buy |
+10,207
| New | +$51.5K | ﹤0.01% | 737 |
|
|
2023
Q2 | – | Sell |
-38,337
| Closed | -$2.91M | – | 711 |
|
|
2023
Q1 | $2.91M | Buy |
38,337
+28,130
| +276% | +$2.14M | 0.05% | 194 |
|
|
2022
Q4 | $135K | Buy |
10,207
+207
| +2% | +$2.73K | ﹤0.01% | 578 |
|
|
2022
Q3 | $30K | Buy |
+10,000
| New | +$30K | ﹤0.01% | 334 |
|