OneDigital Investment Advisors’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$21.1K | – | 1122 |
|
|
2023
Q4 | $21.1K | Hold |
10,000
| – | – | ﹤0.01% | 1097 |
|
|
2023
Q3 | $21.2K | Hold |
10,000
| – | – | ﹤0.01% | 982 |
|
|
2023
Q2 | $32.1K | Hold |
10,000
| – | – | ﹤0.01% | 995 |
|
|
2023
Q1 | $21.7K | Hold |
10,000
| – | – | ﹤0.01% | 954 |
|
|
2022
Q4 | $24.2K | Hold |
10,000
| – | – | ﹤0.01% | 814 |
|
|
2022
Q3 | $23K | Hold |
10,000
| – | – | ﹤0.01% | 751 |
|
|
2022
Q2 | $16K | Hold |
10,000
| – | – | ﹤0.01% | 703 |
|
|
2022
Q1 | $14K | Hold |
10,000
| – | – | ﹤0.01% | 735 |
|
|
2021
Q4 | $12K | Sell |
10,000
-200
| -2% | -$240 | ﹤0.01% | 764 |
|
|
2021
Q3 | $14K | Hold |
10,200
| – | – | ﹤0.01% | 737 |
|
|
2021
Q2 | $14K | Buy |
10,200
+200
| +2% | +$275 | ﹤0.01% | 715 |
|
|
2021
Q1 | $16K | Buy |
+10,000
| New | +$16K | ﹤0.01% | 657 |
|