Van Hulzen Asset Management’s Xeris Biopharma Holdings XERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80K | Buy |
17,124
+848
| +5% | +$3.96K | 0.01% | 319 |
|
|
2025
Q1 | $89.4K | Sell |
16,276
-1,750
| -10% | -$9.61K | 0.01% | 305 |
|
|
2024
Q4 | $61.1K | Hold |
18,026
| – | – | ﹤0.01% | 466 |
|
|
2024
Q3 | $51K | Hold |
18,026
| – | – | ﹤0.01% | 318 |
|
|
2024
Q2 | $41K | Hold |
18,026
| – | – | ﹤0.01% | 301 |
|
|
2024
Q1 | $40K | Hold |
18,026
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $42K | Hold |
18,026
| – | – | ﹤0.01% | 309 |
|
|
2023
Q3 | $34K | Hold |
18,026
| – | – | ﹤0.01% | 298 |
|
|
2023
Q2 | $47K | Sell |
18,026
-2,252
| -11% | -$5.87K | ﹤0.01% | 300 |
|
|
2023
Q1 | $33K | Buy |
+20,278
| New | +$33K | ﹤0.01% | 299 |
|