Palumbo Wealth Management’s Exagen XGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
66,012
-33,193
| -33% | -$232K | 0.14% | 112 |
|
|
2025
Q1 | $356K | Buy |
99,205
+12,501
| +14% | +$44.9K | 0.12% | 119 |
|
|
2024
Q4 | $355K | Buy |
86,704
+10,340
| +14% | +$42.4K | 0.13% | 109 |
|
|
2024
Q3 | $236K | Buy |
76,364
+9,695
| +15% | +$30K | 0.09% | 125 |
|
|
2024
Q2 | $121K | Buy |
66,669
+48,428
| +265% | +$88.1K | 0.05% | 137 |
|
|
2024
Q1 | $29K | Buy |
+18,241
| New | +$29K | 0.01% | 139 |
|