Mount Yale Investment Advisors’s Agenus AGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Buy |
+3,615
| New | +$16.5K | ﹤0.01% | 1070 |
|
|
2024
Q2 | – | Sell |
-3,615
| Closed | -$41.9K | – | 533 |
|
|
2024
Q1 | $41.9K | Hold |
3,615
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $59.9K | Hold |
3,615
| – | – | 0.01% | 488 |
|
|
2023
Q3 | $81.7K | Hold |
3,615
| – | – | 0.01% | 491 |
|
|
2023
Q2 | $116K | Sell |
3,615
-69
| -2% | -$2.21K | 0.01% | 470 |
|
|
2023
Q1 | $110K | Hold |
3,684
| – | – | 0.01% | 471 |
|
|
2022
Q4 | $174K | Hold |
3,684
| – | – | 0.02% | 436 |
|
|
2022
Q3 | $148K | Buy |
+3,684
| New | +$148K | 0.02% | 430 |
|