Avitas Wealth Management’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,541
| Closed | -$750K | – | 215 |
|
|
2021
Q1 | $750K | Buy |
15,541
+2,966
| +24% | +$143K | 0.15% | 159 |
|
|
2020
Q4 | $677K | Buy |
12,575
+398
| +3% | +$21.4K | 0.14% | 171 |
|
|
2020
Q3 | $449K | Buy |
12,177
+623
| +5% | +$23K | 0.13% | 152 |
|
|
2020
Q2 | $358K | Sell |
11,554
-79
| -0.7% | -$2.45K | 0.12% | 141 |
|
|
2020
Q1 | $321K | Buy |
+11,633
| New | +$321K | 0.15% | 115 |
|