Williams Jones Wealth Management’s Cerus CERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,500
| Closed | -$57.9K | – | 538 |
|
|
2023
Q1 | $57.9K | Hold |
19,500
| – | – | ﹤0.01% | 541 |
|
|
2022
Q4 | $71.2K | Sell |
19,500
-500
| -3% | -$1.83K | ﹤0.01% | 534 |
|
|
2022
Q3 | $72K | Hold |
20,000
| – | – | ﹤0.01% | 544 |
|
|
2022
Q2 | $106K | Hold |
20,000
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $110K | Hold |
20,000
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $136K | Buy |
+20,000
| New | +$136K | ﹤0.01% | 471 |
|
|
2020
Q3 | – | Sell |
-20,000
| Closed | -$132K | – | 444 |
|
|
2020
Q2 | $132K | Hold |
20,000
| – | – | ﹤0.01% | 391 |
|
|
2020
Q1 | $93K | Buy |
+20,000
| New | +$93K | ﹤0.01% | 359 |
|