Alterna Wealth Management’s Precigen PGEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-21,867
Closed -$74K 111
2020
Q1
$74K Sell
21,867
-4,095
-16% -$13.9K 0.11% 72
2019
Q4
$142K Hold
25,962
0.16% 109
2019
Q3
$149K Sell
25,962
-3,735
-13% -$21.4K 0.18% 115
2019
Q2
$227K Sell
29,697
-3,277
-10% -$25K 0.27% 75
2019
Q1
$173K Sell
32,974
-47,190
-59% -$248K 0.15% 96
2018
Q4
$524K Buy
+80,164
New +$524K 0.09% 166