Glass Jacobson Investment Advisors’s Procept Biorobotics PRCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,300
| Closed | -$202K | – | 785 |
|
2024
Q2 | $202K | Hold |
3,300
| – | – | 0.07% | 213 |
|
2024
Q1 | $163K | Hold |
3,300
| – | – | 0.06% | 230 |
|
2023
Q4 | $138K | Buy |
+3,300
| New | +$138K | 0.06% | 240 |
|
2023
Q3 | – | Sell |
-3,300
| Closed | -$117K | – | 824 |
|
2023
Q2 | $117K | Buy |
+3,300
| New | +$117K | 0.05% | 239 |
|