Geneos Wealth Management’s ATA Creativity AACG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,000
| Closed | -$13K | – | 2880 |
|
|
2020
Q3 | $13K | Hold |
12,000
| – | – | ﹤0.01% | 1848 |
|
|
2020
Q2 | $13K | Hold |
12,000
| – | – | ﹤0.01% | 1788 |
|
|
2020
Q1 | $11K | Hold |
12,000
| – | – | ﹤0.01% | 1756 |
|
|
2019
Q4 | $16K | Hold |
12,000
| – | – | ﹤0.01% | 1774 |
|
|
2019
Q3 | $19K | Buy |
12,000
+5,000
| +71% | +$7.92K | ﹤0.01% | 1620 |
|
|
2019
Q2 | $18K | Buy |
+7,000
| New | +$18K | ﹤0.01% | 1668 |
|