SIA
Schechter Investment Advisors’s Cerus CERS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,305
| Closed | -$16.7K | – | 663 |
|
|
2023
Q3 | $16.7K | Hold |
10,305
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $25.4K | Hold |
10,305
| – | – | ﹤0.01% | 632 |
|
|
2023
Q1 | $30.6K | Hold |
10,305
| – | – | ﹤0.01% | 662 |
|
|
2022
Q4 | $37.6K | Hold |
10,305
| – | – | ﹤0.01% | 812 |
|
|
2022
Q3 | $37K | Hold |
10,305
| – | – | ﹤0.01% | 922 |
|
|
2022
Q2 | $55K | Buy |
+10,305
| New | +$55K | 0.01% | 922 |
|
|
2022
Q1 | – | Sell |
-10,332
| Closed | -$70K | – | 934 |
|
|
2021
Q4 | $70K | Buy |
+10,332
| New | +$70K | 0.01% | 851 |
|