Institute for Wealth Management’s FibroGen FGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-826
| Closed | -$385K | – | 456 |
|
|
2023
Q1 | $385K | Sell |
826
-229
| -22% | -$107K | 0.07% | 301 |
|
|
2022
Q4 | $422K | Sell |
1,055
-39
| -4% | -$15.6K | 0.09% | 282 |
|
|
2022
Q3 | $356K | Buy |
1,094
+26
| +2% | +$8.46K | 0.08% | 305 |
|
|
2022
Q2 | $282K | Buy |
1,068
+180
| +20% | +$47.5K | 0.06% | 406 |
|
|
2022
Q1 | $267K | Buy |
888
+98
| +12% | +$29.5K | 0.04% | 451 |
|
|
2021
Q4 | $279K | Buy |
790
+212
| +37% | +$74.9K | 0.05% | 394 |
|
|
2021
Q3 | $148K | Buy |
+578
| New | +$148K | 0.03% | 463 |
|
|
2019
Q2 | – | Sell |
-172
| Closed | -$234K | – | 477 |
|
|
2019
Q1 | $234K | Buy |
+172
| New | +$234K | 0.05% | 383 |
|
|
2018
Q1 | – | Sell |
-172
| Closed | -$204K | – | 303 |
|
|
2017
Q4 | $204K | Buy |
+172
| New | +$204K | 0.05% | 358 |
|