Clear Perspectives Financial Planning’s Repligen RGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $164K | Hold |
975
| – | – | 0.09% | 45 |
|
|
2022
Q4 | $165K | Hold |
975
| – | – | 0.09% | 48 |
|
|
2022
Q3 | $182K | Sell |
975
-124
| -11% | -$23.1K | 0.09% | 48 |
|
|
2022
Q2 | $178K | Sell |
1,099
-87
| -7% | -$14.1K | 0.07% | 54 |
|
|
2022
Q1 | $223K | Hold |
1,186
| – | – | 0.08% | 50 |
|
|
2021
Q4 | $314K | Hold |
1,186
| – | – | 0.13% | 48 |
|
|
2021
Q3 | $343K | Sell |
1,186
-250
| -17% | -$72.3K | 0.16% | 47 |
|
|
2021
Q2 | $287K | Hold |
1,436
| – | – | 0.14% | 53 |
|
|
2021
Q1 | $279K | Sell |
1,436
-300
| -17% | -$58.3K | 0.16% | 49 |
|
|
2020
Q4 | $333K | Buy |
+1,736
| New | +$333K | 0.21% | 41 |
|