LWM
LJI Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Hold |
42,350
| – | – | 0.03% | 177 |
|
|
2025
Q1 | $233K | Hold |
42,350
| – | – | 0.05% | 160 |
|
|
2024
Q4 | $144K | Sell |
42,350
-5,700
| -12% | -$19.3K | 0.03% | 175 |
|
|
2024
Q3 | $137K | Hold |
48,050
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $108K | Sell |
48,050
-3,400
| -7% | -$7.65K | 0.02% | 178 |
|
|
2024
Q1 | $114K | Sell |
51,450
-4,600
| -8% | -$10.2K | 0.03% | 147 |
|
|
2023
Q4 | $132K | Sell |
56,050
-5,300
| -9% | -$12.5K | 0.03% | 164 |
|
|
2023
Q3 | $114K | Sell |
61,350
-9,600
| -14% | -$17.9K | 0.03% | 157 |
|
|
2023
Q2 | $186K | Sell |
70,950
-5,200
| -7% | -$13.6K | 0.05% | 151 |
|
|
2023
Q1 | $124K | Sell |
76,150
-31,800
| -29% | -$51.8K | 0.04% | 152 |
|
|
2022
Q4 | $144K | Buy |
+107,950
| New | +$144K | 0.05% | 143 |
|