CCWM
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Cassaday & Co Wealth Management’s Precigen PGEN Stock Holding History

Cassaday & Co Wealth Management’s Portfolio PGEN Stock Details PGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25,000
Closed -$38K – 260
2022
Q4 		$38K Buy
+25,000
New +$38K ﹤0.01% 253