Strategic Wealth Partners’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$1K | – | 782 |
|
|
2018
Q4 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 658 |
|
|
2018
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 603 |
|
|
2018
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 669 |
|
|
2018
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 674 |
|
|
2017
Q4 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 664 |
|