Mark Sheptoff Financial Planning’s Regenxbio RGNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-300
| Closed | -$14K | – | 392 |
|
|
2020
Q4 | $14K | Hold |
300
| – | – | 0.01% | 251 |
|
|
2020
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 248 |
|
|
2020
Q2 | $11K | Hold |
300
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $10K | Hold |
300
| – | – | 0.01% | 238 |
|
|
2019
Q4 | $12K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2019
Q3 | $11K | Hold |
300
| – | – | 0.01% | 267 |
|
|
2019
Q2 | $15K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $17K | Hold |
300
| – | – | 0.01% | 219 |
|
|
2018
Q4 | $13K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2018
Q3 | $23K | Sell |
300
-10,200
| -97% | -$782K | 0.02% | 225 |
|
|
2018
Q2 | $753K | Buy |
+10,500
| New | +$753K | 0.56% | 41 |
|