IFP Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,585
| Closed | -$22K | – | 4587 |
|
2022
Q4 | $22K | Hold |
1,585
| – | – | ﹤0.01% | 2830 |
|
2022
Q3 | $22K | Hold |
1,585
| – | – | ﹤0.01% | 3023 |
|
2022
Q2 | $22K | Hold |
1,585
| – | – | ﹤0.01% | 2781 |
|
2022
Q1 | $22K | Buy |
+1,585
| New | +$22K | ﹤0.01% | 2781 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 4848 |
|
2021
Q2 | – | Sell |
-500
| Closed | -$4K | – | 4651 |
|
2021
Q1 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 2495 |
|