United Capital Financial Advisors’s Agenus AGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-724
| Closed | -$59K | – | 1239 |
|
|
2016
Q4 | $59K | Hold |
724
| – | – | ﹤0.01% | 1237 |
|
|
2016
Q3 | $102K | Hold |
724
| – | – | ﹤0.01% | 1234 |
|
|
2016
Q2 | $57K | Hold |
724
| – | – | ﹤0.01% | 1229 |
|
|
2016
Q1 | $59K | Hold |
724
| – | – | ﹤0.01% | 1195 |
|
|
2015
Q4 | $65K | Sell |
724
-510
| -41% | -$45.8K | ﹤0.01% | 1187 |
|
|
2015
Q3 | $111K | Hold |
1,234
| – | – | ﹤0.01% | 1201 |
|
|
2015
Q2 | $209K | Buy |
1,234
+724
| +142% | +$123K | ﹤0.01% | 1176 |
|
|
2015
Q1 | $66K | Buy |
+510
| New | +$66K | ﹤0.01% | 1225 |
|