Sigma Planning Corp’s Serina Therapeutics SER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,144
| Closed | -$110K | – | 1248 |
|
|
2023
Q4 | $110K | Buy |
8,144
+2,987
| +58% | +$40.4K | 0.01% | 806 |
|
|
2023
Q3 | $123K | Buy |
5,157
+1,185
| +30% | +$28.3K | ﹤0.01% | 1130 |
|
|
2023
Q2 | $125K | Buy |
3,972
+242
| +6% | +$7.6K | ﹤0.01% | 1138 |
|
|
2023
Q1 | $87K | Sell |
3,730
-108
| -3% | -$2.52K | ﹤0.01% | 1244 |
|
|
2022
Q4 | $74.5K | Buy |
3,838
+506
| +15% | +$9.82K | ﹤0.01% | 1212 |
|
|
2022
Q3 | $66K | Buy |
3,332
+15
| +0.5% | +$297 | ﹤0.01% | 1201 |
|
|
2022
Q2 | $67K | Buy |
3,317
+825
| +33% | +$16.7K | ﹤0.01% | 1226 |
|
|
2022
Q1 | $75K | Sell |
2,492
-16
| -0.6% | -$482 | ﹤0.01% | 1306 |
|
|
2021
Q4 | $96K | Hold |
2,508
| – | – | ﹤0.01% | 1311 |
|
|
2021
Q3 | $83K | Buy |
2,508
+1,038
| +71% | +$34.4K | ﹤0.01% | 1312 |
|
|
2021
Q2 | $80K | Buy |
1,470
+802
| +120% | +$43.6K | ﹤0.01% | 1349 |
|
|
2021
Q1 | $38K | Buy |
668
+94
| +16% | +$5.35K | ﹤0.01% | 1293 |
|
|
2020
Q4 | $31K | Buy |
574
+100
| +21% | +$5.4K | ﹤0.01% | 1158 |
|
|
2020
Q3 | $14K | Buy |
474
+57
| +14% | +$1.68K | ﹤0.01% | 1040 |
|
|
2020
Q2 | $14K | Sell |
417
-28
| -6% | -$940 | ﹤0.01% | 1038 |
|
|
2020
Q1 | $15K | Sell |
445
-657
| -60% | -$22.1K | ﹤0.01% | 891 |
|
|
2019
Q4 | $71K | Sell |
1,102
-51
| -4% | -$3.29K | ﹤0.01% | 1006 |
|
|
2019
Q3 | $79K | Sell |
1,153
-55
| -5% | -$3.77K | ﹤0.01% | 949 |
|
|
2019
Q2 | $156K | Buy |
1,208
+234
| +24% | +$30.2K | 0.01% | 923 |
|
|
2019
Q1 | $139K | Buy |
+974
| New | +$139K | 0.01% | 874 |
|