Montag & Associates’s Aerie Pharmaceuticals AERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $44K | Sell |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $123K | Hold |
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|
2021
Q1 | $138K | Hold |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $138K | Sell |
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|
2019
Q4 | $456K | Sell |
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|
2019
Q3 | $402K | Sell |
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|
2019
Q2 | $623K | Sell |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $2.36M | Buy |
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