BerganKDV Wealth Management’s Agenus AGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-124
| Closed | -$5K | – | 1045 |
|
|
2022
Q3 | $5K | Hold |
124
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $5K | Hold |
124
| – | – | ﹤0.01% | 687 |
|
|
2022
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 681 |
|
|
2021
Q4 | $8K | Buy |
124
+31
| +33% | +$2K | ﹤0.01% | 688 |
|
|
2021
Q3 | $10K | Buy |
+93
| New | +$10K | ﹤0.01% | 632 |
|