CAPTRUST Financial Advisors’s GeneDx Holdings WGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-76
Closed -$3K 4061
2022
Q2
$3K Sell
76
-60
-44% -$2.37K ﹤0.01% 4355
2022
Q1
$14K Buy
136
+82
+152% +$8.44K ﹤0.01% 3626
2021
Q4
$8K Buy
54
+26
+93% +$3.85K ﹤0.01% 3860
2021
Q3
$7K Buy
28
+23
+460% +$5.75K ﹤0.01% 3823
2021
Q2
$2K Buy
5
+2
+67% +$800 ﹤0.01% 4215
2021
Q1
$1K Buy
+3
New +$1K ﹤0.01% 4251