Laidlaw Wealth Management’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,000
| Closed | -$13K | – | 406 |
|
|
2021
Q4 | $13K | Buy |
+11,000
| New | +$13K | ﹤0.01% | 390 |
|
|
2021
Q1 | – | Sell |
-79,975
| Closed | -$127K | – | 271 |
|
|
2020
Q4 | $127K | Hold |
79,975
| – | – | 0.03% | 343 |
|
|
2020
Q3 | $139K | Buy |
79,975
+14,050
| +21% | +$24.4K | 0.06% | 199 |
|
|
2020
Q2 | $144K | Buy |
65,925
+37,500
| +132% | +$81.9K | 0.08% | 171 |
|
|
2020
Q1 | $34K | Sell |
28,425
-1,800
| -6% | -$2.15K | 0.02% | 149 |
|
|
2019
Q4 | $41K | Buy |
+30,225
| New | +$41K | 0.03% | 167 |
|