CAPTRUST Financial Advisors’s Exagen XGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-340
| Closed | -$2K | – | 4100 |
|
|
2022
Q2 | $2K | Hold |
340
| – | – | ﹤0.01% | 4527 |
|
|
2022
Q1 | $3K | Hold |
340
| – | – | ﹤0.01% | 4399 |
|
|
2021
Q4 | $4K | Hold |
340
| – | – | ﹤0.01% | 4201 |
|
|
2021
Q3 | $5K | Hold |
340
| – | – | ﹤0.01% | 3966 |
|
|
2021
Q2 | $5K | Buy |
+340
| New | +$5K | ﹤0.01% | 3882 |
|