Plante Moran Financial 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 |
-100
| Closed | – | – | 983 |
|
|
2020
Q3 | $0 | Buy |
+100
| New | – | ﹤0.01% | 915 |
|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$76K | – | 908 |
|
|
2017
Q3 | $76K | Hold |
4,000
| – | – | 0.05% | 243 |
|
|
2017
Q2 | $96K | Hold |
4,000
| – | – | 0.06% | 202 |
|
|
2017
Q1 | $79K | Sell |
4,000
-36
| -0.9% | -$711 | 0.05% | 241 |
|
|
2016
Q4 | $97K | Hold |
4,036
| – | – | 0.06% | 221 |
|
|
2016
Q3 | $112K | Hold |
4,036
| – | – | 0.08% | 191 |
|
|
2016
Q2 | $98K | Buy |
+4,036
| New | +$98K | 0.07% | 187 |
|