Arkadios Wealth Advisors’s Great Elm Group GEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,001
| Closed | -$2K | – | 1974 |
|
|
2021
Q1 | $2K | Hold |
1,001
| – | – | ﹤0.01% | 1520 |
|
|
2020
Q4 | $2K | Sell |
1,001
-8,659
| -90% | -$17.3K | ﹤0.01% | 1252 |
|
|
2020
Q3 | $21.7K | Sell |
9,660
-299
| -3% | -$673 | 0.01% | 586 |
|
|
2020
Q2 | $23.8K | Buy |
9,959
+7,755
| +352% | +$18.5K | 0.01% | 514 |
|
|
2020
Q1 | $4.1K | Hold |
2,204
| – | – | ﹤0.01% | 822 |
|
|
2019
Q4 | $6.92K | Buy |
+2,204
| New | +$6.92K | ﹤0.01% | 652 |
|