Institute for Wealth Management’s Seagen Inc. Common Stock SGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,980
| Closed | -$632K | – | 496 |
|
|
2023
Q3 | $632K | Hold |
2,980
| – | – | 0.12% | 214 |
|
|
2023
Q2 | $574K | Sell |
2,980
-63
| -2% | -$12.5K | 0.1% | 232 |
|
|
2023
Q1 | $616K | Hold |
3,043
| – | – | 0.12% | 225 |
|
|
2022
Q4 | $391K | Sell |
3,043
-26
| -0.8% | -$3.36K | 0.08% | 305 |
|
|
2022
Q3 | $420K | Sell |
3,069
-30
| -1% | -$4.89K | 0.09% | 272 |
|
|
2022
Q2 | $548K | Hold |
3,099
| – | – | 0.11% | 254 |
|
|
2022
Q1 | $446K | Sell |
3,099
-300
| -9% | -$40.6K | 0.07% | 319 |
|
|
2021
Q4 | $525K | Hold |
3,399
| – | – | 0.09% | 275 |
|
|
2021
Q3 | $577K | Hold |
3,399
| – | – | 0.1% | 245 |
|
|
2021
Q2 | $537K | Sell |
3,399
-15
| -0.4% | -$2.23K | 0.09% | 261 |
|
|
2021
Q1 | $474K | Hold |
3,414
| – | – | 0.09% | 278 |
|
|
2020
Q4 | $598K | Buy |
+3,414
| New | +$637K | 0.12% | 208 |
|
|
2020
Q3 | – | Sell |
-2,866
| Closed | -$487K | – | 451 |
|
|
2020
Q2 | $487K | Buy |
2,866
+176
| +7% | +$26.3K | 0.12% | 235 |
|
|
2020
Q1 | $310K | Hold |
2,690
| – | – | 0.1% | 276 |
|
|
2019
Q4 | $307K | Hold |
2,690
| – | – | 0.07% | 342 |
|
|
2019
Q3 | $230K | Buy |
+2,690
| New | +$197K | 0.06% | 374 |
|
Other funds holding SGEN
SCM
IA
BTI
FBC
VWA
SAG