SWM
SVA Wealth Management’s Geron GERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $80K | Hold |
50,300
| – | – | 0.01% | 227 |
|
|
2020
Q3 | $88K | Hold |
50,300
| – | – | 0.01% | 207 |
|
|
2020
Q2 | $110K | Hold |
50,300
| – | – | 0.01% | 195 |
|
|
2020
Q1 | $60K | Hold |
50,300
| – | – | 0.01% | 183 |
|
|
2019
Q4 | $68K | Hold |
50,300
| – | – | 0.01% | 204 |
|
|
2019
Q3 | $67K | Hold |
50,300
| – | – | 0.01% | 199 |
|
|
2019
Q2 | $71K | Hold |
50,300
| – | – | 0.01% | 205 |
|
|
2019
Q1 | $83K | Hold |
50,300
| – | – | 0.01% | 207 |
|
|
2018
Q4 | $50K | Buy |
50,300
+25,000
| +99% | +$24.9K | 0.01% | 205 |
|
|
2018
Q3 | $45K | Hold |
25,300
| – | – | ﹤0.01% | 210 |
|
|
2018
Q2 | $87K | Buy |
+25,300
| New | +$87K | 0.01% | 210 |
|