Integrated Wealth Concepts’s Cerus CERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Buy |
+15,686
| New | +$22.1K | ﹤0.01% | 1885 |
|
|
2023
Q3 | – | Sell |
-31,586
| Closed | -$77.7K | – | 1567 |
|
|
2023
Q2 | $77.7K | Sell |
31,586
-51,976
| -62% | -$128K | ﹤0.01% | 1502 |
|
|
2023
Q1 | $248K | Buy |
83,562
+16,140
| +24% | +$47.9K | 0.01% | 1144 |
|
|
2022
Q4 | $246K | Buy |
67,422
+46,396
| +221% | +$169K | 0.01% | 878 |
|
|
2022
Q3 | $76K | Buy |
21,026
+469
| +2% | +$1.7K | ﹤0.01% | 924 |
|
|
2022
Q2 | $109K | Buy |
+20,557
| New | +$109K | ﹤0.01% | 932 |
|