IFP 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 | $374 | Buy |
80
+54
| +208% | +$252 | ﹤0.01% | 4504 |
|
|
2025
Q1 | $143 | Hold |
26
| – | – | ﹤0.01% | 3765 |
|
|
2024
Q4 | $88 | Sell |
26
-174
| -87% | -$589 | ﹤0.01% | 4080 |
|
|
2024
Q3 | $570 | Hold |
200
| – | – | ﹤0.01% | 3137 |
|
|
2024
Q2 | $450 | Hold |
200
| – | – | ﹤0.01% | 3098 |
|
|
2024
Q1 | $442 | Hold |
200
| – | – | ﹤0.01% | 2990 |
|
|
2023
Q4 | $470 | Hold |
200
| – | – | ﹤0.01% | 2881 |
|
|
2023
Q3 | $372 | Hold |
200
| – | – | ﹤0.01% | 3133 |
|
|
2023
Q2 | $524 | Hold |
200
| – | – | ﹤0.01% | 3190 |
|
|
2023
Q1 | $472 | Hold |
200
| – | – | ﹤0.01% | 3191 |
|
|
2022
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 4519 |
|
|
2022
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 4709 |
|
|
2022
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 4478 |
|
|
2022
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 4478 |
|
|
2021
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 3101 |
|
|
2021
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 3096 |
|
|
2021
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 2933 |
|
|
2021
Q1 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 2862 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$4K | – | 3846 |
|
|
2018
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 3297 |
|