Stock Transactions
VALUE STOCK INDEX PORTFOLIO
Total Bought
0
0 transactions
Total Sold
124
1 transactions
Net
-124
shares
By Volume
By Portfolio Weightage
Filing Period:
2026 Q1
2025 Q4
2025 Q3
2024 Q1
2023 Q4
2023 Q3
Transaction:
Buy & Sell
Buy
Sell
Fund
Previous Shares
Current Shares
▲
▼
Change in Shares
▲
▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲
▼
Change in Weight (%)
Type
Serenus Wealth Advisors, LLC
4,563
4,439
-124
0.05
0.05
+0.00
sell
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