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Arkadios Wealth Advisors’s NeoGenomics NEO Stock Holding History

Arkadios Wealth Advisors’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-26,555
Closed -$417K – 897
2024
Q1 		$417K Buy
26,555
+16
+0.1% +$247 0.03% 432
2023
Q4 		$429K Sell
26,539
-2,794
-10% -$45.7K 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% 425
2022
Q2 		$239K Sell
29,333
-697
-2% -$6.65K 0.04% 466
2022
Q1 		$365K Buy
30,030
+697
+2% +$14.7K 0.05% 385
2021
Q4 		$1M Hold
29,333
– – 0.13% 180
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% -$52.1K 0.23% 113
2020
Q4 		$1.63M Buy
+30,333
New +$1.37M 0.34% 81

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GF
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