CWP
CFM Wealth Partners’s Repligen RGEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$258K | – | 184 |
|
|
2021
Q4 | $258K | Hold |
1,000
| – | – | 0.06% | 155 |
|
|
2021
Q3 | $289K | Hold |
1,000
| – | – | 0.07% | 148 |
|
|
2021
Q2 | $200K | Buy |
+1,000
| New | +$200K | 0.05% | 172 |
|
|
2020
Q4 | – | Sell |
-2,905
| Closed | -$428K | – | 168 |
|
|
2020
Q3 | $428K | Hold |
2,905
| – | – | 0.16% | 93 |
|
|
2020
Q2 | $359K | Hold |
2,905
| – | – | 0.14% | 101 |
|
|
2020
Q1 | $280K | Hold |
2,905
| – | – | 0.13% | 107 |
|
|
2019
Q4 | $290K | Buy |
+2,905
| New | +$290K | 0.11% | 118 |
|