Diversified Trust’s Sangamo Therapeutics SGMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,740
| Closed | -$33.5K | – | 913 |
|
|
2023
Q2 | $33.5K | Buy |
+25,740
| New | +$33.5K | ﹤0.01% | 816 |
|
|
2022
Q1 | – | Sell |
-22,696
| Closed | -$170K | – | 875 |
|
|
2021
Q4 | $170K | Hold |
22,696
| – | – | 0.01% | 787 |
|
|
2021
Q3 | $204K | Buy |
22,696
+2,398
| +12% | +$21.6K | 0.01% | 722 |
|
|
2021
Q2 | $243K | Hold |
20,298
| – | – | 0.01% | 635 |
|
|
2021
Q1 | $254K | Sell |
20,298
-1,215
| -6% | -$15.2K | 0.01% | 612 |
|
|
2020
Q4 | $336K | Buy |
21,513
+1,008
| +5% | +$15.7K | 0.01% | 472 |
|
|
2020
Q3 | $194K | Hold |
20,505
| – | – | 0.01% | 582 |
|
|
2020
Q2 | $184K | Buy |
+20,505
| New | +$184K | 0.01% | 500 |
|
|
2014
Q2 | $269K | Buy |
+17,644
| New | +$269K | 0.02% | 486 |
|