IFP Advisors’s Ocugen OCGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-555
| Closed | -$301 | – | 3479 |
|
|
2023
Q2 | $301 | Hold |
555
| – | – | ﹤0.01% | 3270 |
|
|
2023
Q1 | $1.58K | Sell |
555
-229
| -29% | -$653 | ﹤0.01% | 2969 |
|
|
2022
Q4 | $5K | Sell |
784
-281
| -26% | -$1.79K | ﹤0.01% | 3798 |
|
|
2022
Q3 | $5K | Buy |
1,065
+25
| +2% | +$117 | ﹤0.01% | 4047 |
|
|
2022
Q2 | $4K | Hold |
1,040
| – | – | ﹤0.01% | 3906 |
|
|
2022
Q1 | $4K | Buy |
1,040
+485
| +87% | +$1.87K | ﹤0.01% | 3906 |
|
|
2021
Q4 | $3K | Hold |
555
| – | – | ﹤0.01% | 2633 |
|
|
2021
Q3 | $4K | Hold |
555
| – | – | ﹤0.01% | 2587 |
|
|
2021
Q2 | $4K | Sell |
555
-575
| -51% | -$4.14K | ﹤0.01% | 2541 |
|
|
2021
Q1 | $8K | Buy |
1,130
+375
| +50% | +$2.66K | ﹤0.01% | 2218 |
|
|
2020
Q4 | $1K | Buy |
+755
| New | +$1K | ﹤0.01% | 2767 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3560 |
|