EverSource Wealth Advisors’s Ocugen OCGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.5K | Buy |
1,550
+267
| +21% | +$259 | ﹤0.01% | 3591 |
|
2025
Q1 | $906 | Buy |
1,283
+33
| +3% | +$23 | ﹤0.01% | 3263 |
|
2024
Q4 | $1.01K | Hold |
1,250
| – | – | ﹤0.01% | 2963 |
|
2024
Q3 | $1.24K | Hold |
1,250
| – | – | ﹤0.01% | 2673 |
|
2024
Q2 | $1.76K | Hold |
1,250
| – | – | ﹤0.01% | 2594 |
|
2024
Q1 | $1.65K | Hold |
1,250
| – | – | ﹤0.01% | 2439 |
|
2023
Q4 | $719 | Sell |
1,250
-1,194
| -49% | -$687 | ﹤0.01% | 2455 |
|
2023
Q3 | $978 | Buy |
+2,444
| New | +$978 | ﹤0.01% | 2228 |
|