AWM
NEO icon

AE Wealth Management’s NeoGenomics NEO Stock Holding History

AE Wealth Management’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,918
Closed -$389K – 1689
2023
Q4 		$389K Sell
24,918
-11,913
-32% -$186K ﹤0.01% 1578
2023
Q3 		$453K Buy
36,831
+4,646
+14% +$57.1K ﹤0.01% 1427
2023
Q2 		$517K Buy
+32,185
New +$517K ﹤0.01% 1375