Steward Partners Investment Advisory’s Seres Therapeutics MCRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-20
| Closed | -$10K | – | 3258 |
|
|
2021
Q2 | $10K | Sell |
20
-50
| -71% | -$25K | ﹤0.01% | 6057 |
|
|
2021
Q1 | $28.8K | Buy |
70
+50
| +250% | +$20.6K | ﹤0.01% | 2284 |
|
|
2020
Q4 | $10K | Hold |
20
| – | – | ﹤0.01% | 2315 |
|
|
2020
Q3 | $11K | Buy |
+20
| New | +$11K | ﹤0.01% | 2104 |
|
|
2018
Q3 | – | Sell |
-20
| Closed | -$3K | – | 2646 |
|
|
2018
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 2130 |
|