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Phoenix Wealth Advisors’s Seres Therapeutics MCRB Stock Holding History

Phoenix Wealth Advisors’s Portfolio MCRB Stock Details MCRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,387
Closed -$192K – 378
2021
Q1 		$192K Sell
9,387
-11,407
-55% -$233K 0.15% 115
2020
Q4 		$509K Buy
+20,794
New +$509K 0.39% 59