TD Private Client Wealth’s Ocugen OCGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-98,390
| Closed | -$161K | – | 1249 |
|
2024
Q1 | $161K | Hold |
98,390
| – | – | 0.01% | 624 |
|
2023
Q4 | $56.6K | Hold |
98,390
| – | – | ﹤0.01% | 799 |
|
2023
Q3 | $39.4K | Hold |
98,390
| – | – | ﹤0.01% | 809 |
|
2023
Q2 | $53.4K | Hold |
98,390
| – | – | ﹤0.01% | 769 |
|
2023
Q1 | $83.9K | Hold |
98,390
| – | – | ﹤0.01% | 678 |
|
2022
Q4 | $128K | Hold |
98,390
| – | – | 0.01% | 595 |
|
2022
Q3 | $175K | Hold |
98,390
| – | – | 0.01% | 545 |
|
2022
Q2 | $223K | Hold |
98,390
| – | – | 0.01% | 514 |
|
2022
Q1 | $325K | Hold |
98,390
| – | – | 0.01% | 481 |
|
2021
Q4 | $448K | Hold |
98,390
| – | – | 0.02% | 438 |
|
2021
Q3 | $706K | Hold |
98,390
| – | – | 0.03% | 365 |
|
2021
Q2 | $790K | Sell |
98,390
-10,000
| -9% | -$80.3K | 0.03% | 356 |
|
2021
Q1 | $736K | Buy |
+108,390
| New | +$736K | 0.03% | 349 |
|