WFG Advisors’s Precigen PGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 1334 |
|
|
2017
Q1 | – | Sell |
-7,750
| Closed | -$187K | – | 1614 |
|
|
2016
Q4 | $187K | Buy |
7,750
+7,397
| +2,095% | +$178K | 0.05% | 400 |
|
|
2016
Q3 | $10K | Buy |
353
+202
| +134% | +$5.72K | ﹤0.01% | 1125 |
|
|
2016
Q2 | $4K | Hold |
151
| – | – | ﹤0.01% | 1283 |
|
|
2016
Q1 | $5K | Sell |
151
-858
| -85% | -$28.4K | ﹤0.01% | 1197 |
|
|
2015
Q4 | $30K | Buy |
+1,009
| New | +$30K | 0.01% | 798 |
|