Lenox Wealth Advisors’s Precigen PGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-300
| Closed | -$1K | – | 654 |
|
|
2020
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 558 |
|
|
2020
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 563 |
|
|
2020
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 715 |
|
|
2019
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 618 |
|
|
2019
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 520 |
|
|
2019
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 363 |
|
|
2019
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 538 |
|
|
2018
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 340 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 313 |
|
|
2018
Q2 | $4K | Sell |
300
-500
| -63% | -$6.67K | ﹤0.01% | 473 |
|
|
2018
Q1 | $12K | Buy |
+800
| New | +$12K | ﹤0.01% | 339 |
|