Wealthstreet Investment Advisors’s Acceleron Pharma Inc. XLRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,950
| Closed | -$1.62M | – | 354 |
|
|
2021
Q1 | $1.62M | Sell |
11,950
-8,000
| -40% | -$1.09M | 0.16% | 131 |
|
|
2020
Q4 | $2.55M | Hold |
19,950
| – | – | 0.26% | 89 |
|
|
2020
Q3 | $2.25M | Hold |
19,950
| – | – | 0.25% | 95 |
|
|
2020
Q2 | $1.9M | Hold |
19,950
| – | – | 0.23% | 94 |
|
|
2020
Q1 | $1.79M | Hold |
19,950
| – | – | 0.27% | 89 |
|
|
2019
Q4 | $1.06M | Sell |
19,950
-400
| -2% | -$21.2K | 0.12% | 146 |
|
|
2019
Q3 | $888K | Hold |
20,350
| – | – | 0.11% | 153 |
|
|
2019
Q2 | $836K | Buy |
20,350
+100
| +0.5% | +$4.11K | 0.11% | 164 |
|
|
2019
Q1 | $943K | Buy |
20,250
+1,300
| +7% | +$60.5K | 0.12% | 148 |
|
|
2018
Q4 | $740K | Buy |
18,950
+4,000
| +27% | +$156K | 0.1% | 164 |
|
|
2018
Q3 | $856K | Buy |
14,950
+300
| +2% | +$17.2K | 0.11% | 176 |
|
|
2018
Q2 | $711K | Buy |
14,650
+6,050
| +70% | +$294K | 0.09% | 191 |
|
|
2018
Q1 | $336K | Hold |
8,600
| – | – | 0.04% | 269 |
|
|
2017
Q4 | $365K | Buy |
+8,600
| New | +$365K | 0.04% | 262 |
|