Advisors Capital Management’s Exagen XGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-67,923
| Closed | -$143K | – | 465 |
|
|
2022
Q3 | $143K | Buy |
67,923
+27,050
| +66% | +$56.9K | ﹤0.01% | 446 |
|
|
2022
Q2 | $235K | Buy |
40,873
+1,104
| +3% | +$6.35K | 0.01% | 393 |
|
|
2022
Q1 | $319K | Buy |
39,769
+2,251
| +6% | +$18.1K | 0.01% | 359 |
|
|
2021
Q4 | $436K | Buy |
37,518
+5,436
| +17% | +$63.2K | 0.01% | 325 |
|
|
2021
Q3 | $436K | Buy |
32,082
+5,130
| +19% | +$69.7K | 0.01% | 309 |
|
|
2021
Q2 | $404K | Sell |
26,952
-3,305
| -11% | -$49.5K | 0.01% | 303 |
|
|
2021
Q1 | $529K | Buy |
+30,257
| New | +$529K | 0.02% | 268 |
|