WFG Advisors’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,250
| Closed | -$4K | – | 1869 |
|
|
2014
Q4 | $4K | Hold |
1,250
| – | – | ﹤0.01% | 1685 |
|
|
2014
Q3 | $3K | Sell |
1,250
-73
| -6% | -$175 | ﹤0.01% | 1770 |
|
|
2014
Q2 | $4K | Hold |
1,323
| – | – | ﹤0.01% | 1683 |
|
|
2014
Q1 | $3K | Hold |
1,323
| – | – | ﹤0.01% | 1722 |
|
|
2013
Q4 | $6K | Sell |
1,323
-1,190
| -47% | -$5.4K | ﹤0.01% | 1708 |
|
|
2013
Q3 | $8K | Hold |
2,513
| – | – | ﹤0.01% | 1598 |
|
|
2013
Q2 | $4K | Buy |
+2,513
| New | +$4K | ﹤0.01% | 1719 |
|