PWA
Providence Wealth Advisors’s Seres Therapeutics MCRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-105,000
| Closed | -$71.4K | – | 94 |
|
|
2025
Q1 | $71.4K | Hold |
105,000
| – | – | 0.05% | 81 |
|
|
2024
Q4 | $94K | Buy |
105,000
+6,500
| +7% | +$5.82K | 0.07% | 78 |
|
|
2024
Q3 | $76.9K | Buy |
98,500
+22,250
| +29% | +$17.4K | 0.06% | 80 |
|
|
2024
Q2 | $58K | Buy |
76,250
+25,250
| +50% | +$19.2K | 0.05% | 77 |
|
|
2024
Q1 | $38.6K | Buy |
51,000
+50,325
| +7,456% | +$38K | 0.03% | 79 |
|
|
2023
Q4 | $465K | Buy |
+675
| New | +$465K | 0.42% | 59 |
|