Goldstein Advisors’s Xeris Biopharma Holdings XERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40,000
| Closed | -$220K | – | 222 |
|
|
2025
Q1 | $220K | Buy |
40,000
+2,200
| +6% | +$12.1K | 0.03% | 170 |
|
|
2024
Q4 | $128K | Buy |
37,800
+7,375
| +24% | +$25K | 0.02% | 180 |
|
|
2024
Q3 | $86.7K | Buy |
30,425
+5,000
| +20% | +$14.3K | 0.01% | 180 |
|
|
2024
Q2 | $57.2K | Hold |
25,425
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $56.2K | Hold |
25,425
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $59.7K | Hold |
25,425
| – | – | 0.01% | 174 |
|
|
2023
Q3 | $47.3K | Hold |
25,425
| – | – | 0.01% | 146 |
|
|
2023
Q2 | $66.6K | Hold |
25,425
| – | – | 0.01% | 148 |
|
|
2023
Q1 | $41.4K | Buy |
25,425
+10,000
| +65% | +$16.3K | 0.01% | 142 |
|
|
2022
Q4 | $21K | Buy |
+15,425
| New | +$21K | 0.01% | 154 |
|