Geneos Wealth Management’s Heron Therapeutics HRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-704
| Closed | -$7K | – | 2814 |
|
|
2021
Q3 | $7K | Buy |
704
+4
| +0.6% | +$40 | ﹤0.01% | 2349 |
|
|
2021
Q2 | $10K | Sell |
700
-1,625
| -70% | -$23.2K | ﹤0.01% | 2196 |
|
|
2021
Q1 | $40K | Hold |
2,325
| – | – | ﹤0.01% | 1741 |
|
|
2020
Q4 | $13K | Buy |
+2,325
| New | +$13K | ﹤0.01% | 2112 |
|
|
2017
Q1 | – | Sell |
-679
| Closed | -$8K | – | 2098 |
|
|
2016
Q4 | $8K | Sell |
679
-25
| -4% | -$295 | ﹤0.01% | 1503 |
|
|
2016
Q3 | $12K | Hold |
704
| – | – | ﹤0.01% | 1306 |
|
|
2016
Q2 | $12K | Hold |
704
| – | – | ﹤0.01% | 1273 |
|
|
2016
Q1 | $14K | Buy |
+704
| New | +$14K | ﹤0.01% | 1192 |
|