BDO Wealth Advisors’s Precigen PGEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.73K Hold
1,500
﹤0.01% 868
2023
Q1
$1.59K Hold
1,500
﹤0.01% 924
2022
Q4
$2.28K Hold
1,500
﹤0.01% 862
2022
Q3
$3K Hold
1,500
﹤0.01% 888
2022
Q2
$2K Hold
1,500
﹤0.01% 911
2022
Q1
$3K Hold
1,500
﹤0.01% 897
2021
Q4
$6K Hold
1,500
﹤0.01% 807
2021
Q3
$7K Hold
1,500
﹤0.01% 786
2021
Q2
$10K Sell
1,500
-17,522
-92% -$117K ﹤0.01% 749
2021
Q1
$131K Buy
19,022
+15,822
+494% +$109K 0.02% 338
2020
Q4
$33K Hold
3,200
﹤0.01% 397
2020
Q3
$11K Buy
3,200
+200
+7% +$688 ﹤0.01% 485
2020
Q2
$15K Buy
+3,000
New +$15K ﹤0.01% 456
2018
Q4
Sell
-3,200
Closed -$55K 606
2018
Q3
$55K Hold
3,200
0.02% 282
2018
Q2
$45K Buy
+3,200
New +$45K 0.02% 310