Marquette Asset Management’s Sera Prognostics SERA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,381
| Closed | -$113K | – | 203 |
|
|
2024
Q1 | $113K | Sell |
12,381
-19,758
| -61% | -$180K | 0.02% | 110 |
|
|
2023
Q4 | $192K | Sell |
32,139
-3,548
| -10% | -$21.2K | 0.04% | 72 |
|
|
2023
Q3 | $66.4K | Hold |
35,687
| – | – | 0.02% | 132 |
|
|
2023
Q2 | $118K | Sell |
35,687
-14,845
| -29% | -$48.9K | 0.03% | 105 |
|
|
2023
Q1 | $194K | Buy |
50,532
+143
| +0.3% | +$548 | 0.05% | 82 |
|
|
2022
Q4 | $63.5K | Buy |
+50,389
| New | +$63.5K | 0.02% | 145 |
|