Strategic Wealth Investment Group’s Serina Therapeutics SER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $37.5K | Buy |
2,769
+136
| +5% | +$1.84K | 0.01% | 129 |
|
|
2023
Q3 | $63K | Buy |
2,633
+299
| +13% | +$7.15K | 0.01% | 99 |
|
|
2023
Q2 | $73.3K | Sell |
2,334
-112
| -5% | -$3.52K | 0.01% | 123 |
|
|
2023
Q1 | $57K | Sell |
2,446
-12
| -0.5% | -$280 | 0.01% | 128 |
|
|
2022
Q4 | $60.5K | Buy |
2,458
+126
| +5% | +$3.1K | 0.01% | 117 |
|
|
2022
Q3 | $46K | Sell |
2,332
-683
| -23% | -$13.5K | 0.01% | 109 |
|
|
2022
Q2 | $61K | Sell |
3,015
-261
| -8% | -$5.28K | 0.02% | 131 |
|
|
2022
Q1 | $98K | Buy |
3,276
+84
| +3% | +$2.51K | 0.02% | 98 |
|
|
2021
Q4 | $122K | Buy |
3,192
+549
| +21% | +$21K | 0.03% | 86 |
|
|
2021
Q3 | $87K | Buy |
2,643
+790
| +43% | +$26K | 0.03% | 85 |
|
|
2021
Q2 | $101K | Buy |
1,853
+171
| +10% | +$9.32K | 0.04% | 84 |
|
|
2021
Q1 | $96K | Buy |
1,682
+104
| +7% | +$5.94K | 0.05% | 74 |
|
|
2020
Q4 | $84K | Sell |
1,578
-52
| -3% | -$2.77K | 0.05% | 79 |
|
|
2020
Q3 | $46K | Buy |
1,630
+289
| +22% | +$8.16K | 0.03% | 85 |
|
|
2020
Q2 | $45K | Buy |
+1,341
| New | +$45K | 0.04% | 79 |
|