Stevens First Principles Investment Advisors’s Geron GERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,500
| Closed | -$6K | – | 207 |
|
|
2015
Q2 | $6K | Buy |
1,500
+500
| +50% | +$2K | ﹤0.01% | 204 |
|
|
2015
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 194 |
|
|
2014
Q4 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 205 |
|
|
2014
Q1 | – | Sell |
-1,587
| Closed | -$7K | – | 208 |
|
|
2013
Q4 | $7K | Buy |
+1,587
| New | +$7K | ﹤0.01% | 190 |
|