Powell Investment Advisors’s Xeris Biopharma Holdings XERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,000
| Closed | -$84.8K | – | 163 |
|
|
2024
Q4 | $84.8K | Sell |
25,000
-25,610
| -51% | -$86.8K | 0.04% | 137 |
|
|
2024
Q3 | $144K | Buy |
50,610
+610
| +1% | +$1.74K | 0.07% | 125 |
|
|
2024
Q2 | $113K | Buy |
+50,000
| New | +$113K | 0.06% | 129 |
|
|
2021
Q3 | – | Sell |
-20,000
| Closed | -$81K | – | 131 |
|
|
2021
Q2 | $81K | Buy |
+20,000
| New | +$81K | 0.05% | 114 |
|