CWM
Cabot Wealth Management’s Inogen INGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,288
| Closed | -$1.36M | – | 129 |
|
|
2019
Q1 | $1.36M | Sell |
14,288
-86
| -0.6% | -$8.2K | 0.3% | 75 |
|
|
2018
Q4 | $1.79M | Sell |
14,374
-232
| -2% | -$28.8K | 0.44% | 62 |
|
|
2018
Q3 | $3.57M | Sell |
14,606
-40
| -0.3% | -$9.77K | 0.76% | 51 |
|
|
2018
Q2 | $2.73M | Sell |
14,646
-26,187
| -64% | -$4.88M | 0.61% | 56 |
|
|
2018
Q1 | $5.02M | Sell |
40,833
-254
| -0.6% | -$31.2K | 1.12% | 35 |
|
|
2017
Q4 | $4.89M | Sell |
41,087
-389
| -0.9% | -$46.3K | 1.06% | 37 |
|
|
2017
Q3 | $3.94M | Sell |
41,476
-655
| -2% | -$62.3K | 0.89% | 44 |
|
|
2017
Q2 | $4.02M | Sell |
42,131
-440
| -1% | -$42K | 0.93% | 41 |
|
|
2017
Q1 | $3.3M | Buy |
+42,571
| New | +$3.3M | 0.81% | 47 |
|