Lake Street Advisors Group’s Allergan plc AGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,307
| Closed | -$231K | – | 289 |
|
|
2020
Q1 | $231K | Buy |
+1,307
| New | +$231K | 0.03% | 207 |
|
|
2018
Q3 | – | Sell |
-1,833
| Closed | -$306K | – | 322 |
|
|
2018
Q2 | $306K | Sell |
1,833
-556
| -23% | -$92.8K | 0.03% | 221 |
|
|
2018
Q1 | $402K | Buy |
2,389
+283
| +13% | +$47.6K | 0.05% | 153 |
|
|
2017
Q4 | $345K | Buy |
+2,106
| New | +$345K | 0.04% | 190 |
|