Welch & Forbes’s Scholar Rock SRRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,000
| Closed | -$216K | – | 383 |
|
2024
Q4 | $216K | Buy |
+5,000
| New | +$216K | ﹤0.01% | 368 |
|
2021
Q4 | – | Sell |
-7,500
| Closed | -$248K | – | 397 |
|
2021
Q3 | $248K | Hold |
7,500
| – | – | ﹤0.01% | 356 |
|
2021
Q2 | $217K | Hold |
7,500
| – | – | ﹤0.01% | 381 |
|
2021
Q1 | $380K | Hold |
7,500
| – | – | 0.01% | 312 |
|
2020
Q4 | $364K | Sell |
7,500
-3,000
| -29% | -$146K | 0.01% | 313 |
|
2020
Q3 | $186K | Buy |
+10,500
| New | +$186K | ﹤0.01% | 348 |
|