Geneos Wealth Management’s Surface Oncology, Inc. Common Stock SURF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | – | – | 2696 |
|
|
2022
Q2 | $0 | Hold |
500
| – | – | ﹤0.01% | 2845 |
|
|
2022
Q1 | $1K | Hold |
500
| – | – | ﹤0.01% | 2726 |
|
|
2021
Q4 | $2K | Sell |
500
-100
| -17% | -$400 | ﹤0.01% | 2629 |
|
|
2021
Q3 | $4K | Buy |
600
+100
| +20% | +$667 | ﹤0.01% | 2546 |
|
|
2021
Q2 | $3K | Buy |
+500
| New | +$3K | ﹤0.01% | 2621 |
|