SWA
SOA Wealth Advisors’s Xeris Biopharma Holdings XERS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-118
| Closed | -$261 | – | 922 |
|
|
2024
Q1 | $261 | Hold |
118
| – | – | ﹤0.01% | 843 |
|
|
2023
Q4 | $277 | Hold |
118
| – | – | ﹤0.01% | 831 |
|
|
2023
Q3 | $219 | Hold |
118
| – | – | ﹤0.01% | 873 |
|
|
2023
Q2 | $309 | Hold |
118
| – | – | ﹤0.01% | 857 |
|
|
2023
Q1 | $192 | Hold |
118
| – | – | ﹤0.01% | 908 |
|
|
2022
Q4 | $157 | Hold |
118
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $0 | Hold |
118
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q2 | $0 | Hold |
118
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q1 | $0 | Buy |
+118
| New | – | ﹤0.01% | 1026 |
|