Tolleson Wealth Management’s FibroGen FGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,871
| Closed | -$2.95M | – | 69 |
|
|
2020
Q3 | $2.95M | Sell |
2,871
-821
| -22% | -$844K | 1.19% | 19 |
|
|
2020
Q2 | $3.74M | Hold |
3,692
| – | – | 1.64% | 12 |
|
|
2020
Q1 | $3.21M | Hold |
3,692
| – | – | 1.4% | 14 |
|
|
2019
Q4 | $3.96M | Sell |
3,692
-1,950
| -35% | -$2.09M | 1.92% | 11 |
|
|
2019
Q3 | $5.22M | Sell |
5,642
-627
| -10% | -$580K | 2.84% | 7 |
|
|
2019
Q2 | $7.08M | Buy |
6,269
+4,102
| +189% | +$4.63M | 4.88% | 4 |
|
|
2019
Q1 | $2.95M | Sell |
2,167
-241
| -10% | -$328K | 2.04% | 7 |
|
|
2018
Q4 | $2.79M | Buy |
+2,408
| New | +$2.79M | 1.64% | 12 |
|