Optimum Investment Advisors’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$4K | – | 974 |
|
|
2018
Q3 | $4K | Sell |
2,000
-4,500
| -69% | -$9K | ﹤0.01% | 927 |
|
|
2018
Q2 | $22K | Hold |
6,500
| – | – | 0.01% | 707 |
|
|
2018
Q1 | $28K | Buy |
+6,500
| New | +$28K | 0.01% | 642 |
|
|
2017
Q3 | – | Sell |
-12,000
| Closed | -$33K | – | 301 |
|
|
2017
Q2 | $33K | Buy |
+12,000
| New | +$33K | 0.01% | 293 |
|