IFP Advisors’s Sangamo Therapeutics SGMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,688
| Closed | -$62K | – | 4270 |
|
|
2022
Q4 | $62K | Sell |
3,688
-410
| -10% | -$6.89K | ﹤0.01% | 2090 |
|
|
2022
Q3 | $70K | Hold |
4,098
| – | – | ﹤0.01% | 2123 |
|
|
2022
Q2 | $70K | Hold |
4,098
| – | – | ﹤0.01% | 1927 |
|
|
2022
Q1 | $70K | Buy |
+4,098
| New | +$70K | ﹤0.01% | 1927 |
|
|
2021
Q3 | – | Sell |
-206
| Closed | -$3K | – | 4389 |
|
|
2021
Q2 | $3K | Sell |
206
-44
| -18% | -$641 | ﹤0.01% | 2639 |
|
|
2021
Q1 | $3K | Sell |
250
-19
| -7% | -$228 | ﹤0.01% | 2561 |
|
|
2020
Q4 | $4K | Buy |
269
+65
| +32% | +$967 | ﹤0.01% | 2415 |
|
|
2020
Q3 | $1K | Buy |
204
+48
| +31% | +$235 | ﹤0.01% | 2681 |
|
|
2020
Q2 | $1K | Hold |
156
| – | – | ﹤0.01% | 2574 |
|
|
2020
Q1 | $1K | Hold |
156
| – | – | ﹤0.01% | 2561 |
|
|
2019
Q4 | $1K | Sell |
156
-3
| -2% | -$19 | ﹤0.01% | 2706 |
|
|
2019
Q3 | $1K | Buy |
+159
| New | +$1K | ﹤0.01% | 2910 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$8K | – | 3780 |
|
|
2018
Q3 | $8K | Buy |
500
+380
| +317% | +$6.08K | ﹤0.01% | 2955 |
|
|
2018
Q2 | $2K | Buy |
120
+8
| +7% | +$133 | ﹤0.01% | 3578 |
|
|
2018
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 3539 |
|
|
2017
Q4 | $2K | Buy |
112
+7
| +7% | +$125 | ﹤0.01% | 3539 |
|
|
2017
Q3 | $2K | Buy |
+105
| New | +$2K | ﹤0.01% | 3743 |
|