Wealthspire Advisors (Maryland)’s Cerus CERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-20,000
| Closed | -$110K | – | 2449 |
|
|
2018
Q1 | $110K | Hold |
20,000
| – | – | 0.01% | 679 |
|
|
2017
Q4 | $68K | Hold |
20,000
| – | – | 0.01% | 875 |
|
|
2017
Q3 | $55K | Hold |
20,000
| – | – | 0.01% | 935 |
|
|
2017
Q2 | $50K | Buy |
20,000
+12,500
| +167% | +$31.3K | 0.01% | 948 |
|
|
2017
Q1 | $33K | Buy |
+7,500
| New | +$33K | ﹤0.01% | 924 |
|