Clearstead Advisors’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-523
| Closed | -$7.26K | – | 2087 |
|
|
2024
Q2 | $7.26K | Buy |
523
+415
| +384% | +$5.76K | ﹤0.01% | 1611 |
|
|
2024
Q1 | $1.69K | Hold |
108
| – | – | ﹤0.01% | 1337 |
|
|
2023
Q4 | $1.75K | Buy |
+108
| New | +$1.75K | ﹤0.01% | 1303 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$483 | – | 1547 |
|
|
2023
Q2 | $483 | Hold |
30
| – | – | ﹤0.01% | 1302 |
|
|
2023
Q1 | $523 | Hold |
30
| – | – | ﹤0.01% | 1298 |
|
|
2022
Q4 | $277 | Hold |
30
| – | – | ﹤0.01% | 1262 |
|
|
2022
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1320 |
|
|
2022
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 1383 |
|
|
2022
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 1430 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1222 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1173 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 893 |
|