Arkadios Wealth Advisors’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,555
| Closed | -$417K | – | 886 |
|
|
2024
Q1 | $417K | Buy |
26,555
+16
| +0.1% | +$252 | 0.03% | 432 |
|
|
2023
Q4 | $429K | Sell |
26,539
-2,794
| -10% | -$45.2K | 0.04% | 406 |
|
|
2023
Q3 | $361K | Hold |
29,333
| – | – | 0.03% | 425 |
|
|
2023
Q2 | $471K | Hold |
29,333
| – | – | 0.05% | 323 |
|
|
2023
Q1 | $511K | Hold |
29,333
| – | – | 0.06% | 300 |
|
|
2022
Q4 | $271K | Hold |
29,333
| – | – | 0.04% | 434 |
|
|
2022
Q3 | $253K | Hold |
29,333
| – | – | 0.04% | 423 |
|
|
2022
Q2 | $239K | Sell |
29,333
-697
| -2% | -$5.68K | 0.04% | 465 |
|
|
2022
Q1 | $365K | Buy |
30,030
+697
| +2% | +$8.47K | 0.05% | 383 |
|
|
2021
Q4 | $1M | Hold |
29,333
| – | – | 0.13% | 177 |
|
|
2021
Q3 | $1.42M | Hold |
29,333
| – | – | 0.2% | 121 |
|
|
2021
Q2 | $1.32M | Hold |
29,333
| – | – | 0.16% | 160 |
|
|
2021
Q1 | $1.41M | Sell |
29,333
-1,000
| -3% | -$48.2K | 0.23% | 113 |
|
|
2020
Q4 | $1.63M | Buy |
+30,333
| New | +$1.63M | 0.34% | 81 |
|