Baldwin Wealth Partners’s Sangamo Therapeutics SGMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,500
| Closed | -$12K | – | 823 |
|
|
2022
Q3 | $12K | Hold |
2,500
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $10K | Hold |
2,500
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $15K | Hold |
2,500
| – | – | ﹤0.01% | 506 |
|
|
2021
Q4 | $19K | Hold |
2,500
| – | – | ﹤0.01% | 455 |
|
|
2021
Q3 | $23K | Hold |
2,500
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $30K | Hold |
2,500
| – | – | ﹤0.01% | 421 |
|
|
2021
Q1 | $31K | Hold |
2,500
| – | – | ﹤0.01% | 401 |
|
|
2020
Q4 | $39K | Hold |
2,500
| – | – | ﹤0.01% | 346 |
|
|
2020
Q3 | $24K | Hold |
2,500
| – | – | ﹤0.01% | 370 |
|
|
2020
Q2 | $22K | Hold |
2,500
| – | – | ﹤0.01% | 382 |
|
|
2020
Q1 | $16K | Hold |
2,500
| – | – | ﹤0.01% | 392 |
|
|
2019
Q4 | $21K | Buy |
2,500
+1,000
| +67% | +$8.4K | ﹤0.01% | 404 |
|
|
2019
Q3 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 429 |
|
|
2019
Q2 | $16K | Hold |
1,500
| – | – | ﹤0.01% | 416 |
|
|
2019
Q1 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 427 |
|
|
2018
Q4 | $17K | Hold |
1,500
| – | – | ﹤0.01% | 396 |
|
|
2018
Q3 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 386 |
|
|
2018
Q2 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 398 |
|
|
2018
Q1 | $29K | Hold |
1,500
| – | – | ﹤0.01% | 350 |
|
|
2017
Q4 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 351 |
|
|
2017
Q3 | $23K | Hold |
1,500
| – | – | ﹤0.01% | 352 |
|
|
2017
Q2 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 412 |
|
|
2017
Q1 | $8K | Hold |
1,500
| – | – | ﹤0.01% | 432 |
|
|
2016
Q4 | $5K | Hold |
1,500
| – | – | ﹤0.01% | 472 |
|
|
2016
Q3 | $7K | Hold |
1,500
| – | – | ﹤0.01% | 476 |
|
|
2016
Q2 | $9K | Hold |
1,500
| – | – | ﹤0.01% | 405 |
|
|
2016
Q1 | $9K | Buy |
+1,500
| New | +$9K | ﹤0.01% | 421 |
|