Summit Wealth & Retirement Planning’s Regeneron Pharmaceuticals REGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-516
| Closed | -$355K | – | 121 |
|
|
2022
Q3 | $355K | Hold |
516
| – | – | 0.14% | 81 |
|
|
2022
Q2 | $305K | Sell |
516
-1,204
| -70% | -$712K | 0.12% | 87 |
|
|
2022
Q1 | $1.2M | Sell |
1,720
-80
| -4% | -$55.9K | 0.42% | 39 |
|
|
2021
Q4 | $1.14M | Sell |
1,800
-113
| -6% | -$71.4K | 0.39% | 38 |
|
|
2021
Q3 | $1.16M | Sell |
1,913
-631
| -25% | -$382K | 0.42% | 40 |
|
|
2021
Q2 | $1.42M | Buy |
+2,544
| New | +$1.42M | 0.53% | 38 |
|