United Capital Financial Advisors’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20,510
| Closed | -$45K | – | 1180 |
|
|
2020
Q2 | $45K | Hold |
20,510
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q1 | $24K | Hold |
20,510
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q4 | $28K | Hold |
20,510
| – | – | ﹤0.01% | 1332 |
|
|
2019
Q3 | $27K | Buy |
20,510
+190
| +0.9% | +$250 | ﹤0.01% | 1262 |
|
|
2019
Q2 | $29K | Hold |
20,320
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q1 | $34K | Buy |
20,320
+3,000
| +17% | +$5.02K | ﹤0.01% | 1311 |
|
|
2018
Q4 | $17K | Hold |
17,320
| – | – | ﹤0.01% | 1272 |
|
|
2018
Q3 | $30K | Buy |
+17,320
| New | +$30K | ﹤0.01% | 1316 |
|