Geneos Wealth Management’s ADDvantage Technologies Group, Inc. AEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-119
| Closed | -$2K | – | 3031 |
|
|
2020
Q3 | $2K | Hold |
119
| – | – | ﹤0.01% | 2471 |
|
|
2020
Q2 | $3K | Hold |
119
| – | – | ﹤0.01% | 2321 |
|
|
2020
Q1 | $2K | Hold |
119
| – | – | ﹤0.01% | 2316 |
|
|
2019
Q4 | $2K | Hold |
119
| – | – | ﹤0.01% | 2414 |
|
|
2019
Q3 | $2K | Hold |
119
| – | – | ﹤0.01% | 2343 |
|
|
2019
Q2 | $1K | Hold |
119
| – | – | ﹤0.01% | 2463 |
|
|
2019
Q1 | $1K | Hold |
119
| – | – | ﹤0.01% | 2377 |
|
|
2018
Q4 | $1K | Hold |
119
| – | – | ﹤0.01% | 2353 |
|
|
2018
Q3 | $1K | Hold |
119
| – | – | ﹤0.01% | 2390 |
|
|
2018
Q2 | $1K | Hold |
119
| – | – | ﹤0.01% | 2239 |
|
|
2018
Q1 | $1K | Hold |
119
| – | – | ﹤0.01% | 2148 |
|
|
2017
Q4 | $1K | Hold |
119
| – | – | ﹤0.01% | 2150 |
|
|
2017
Q3 | $1K | Hold |
119
| – | – | ﹤0.01% | 2100 |
|
|
2017
Q2 | $1K | Hold |
119
| – | – | ﹤0.01% | 2052 |
|
|
2017
Q1 | $2K | Buy |
+119
| New | +$2K | ﹤0.01% | 1944 |
|