Geneos Wealth Management’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-351
| Closed | -$5.44K | – | 2065 |
|
|
2024
Q1 | $5.44K | Hold |
351
| – | – | ﹤0.01% | 1694 |
|
|
2023
Q4 | $6.67K | Hold |
351
| – | – | ﹤0.01% | 1651 |
|
|
2023
Q3 | $6.43K | Hold |
351
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q2 | $7.74K | Hold |
351
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q1 | $7.42K | Hold |
351
| – | – | ﹤0.01% | 1627 |
|
|
2022
Q4 | $4.83K | Hold |
351
| – | – | ﹤0.01% | 1713 |
|
|
2022
Q3 | $7K | Sell |
351
-350
| -50% | -$6.98K | ﹤0.01% | 1601 |
|
|
2022
Q2 | $12K | Buy |
701
+1
| +0.1% | +$17 | ﹤0.01% | 1872 |
|
|
2022
Q1 | $27K | Hold |
700
| – | – | ﹤0.01% | 1651 |
|
|
2021
Q4 | $52K | Hold |
700
| – | – | ﹤0.01% | 1456 |
|
|
2021
Q3 | $71K | Hold |
700
| – | – | ﹤0.01% | 1312 |
|
|
2021
Q2 | $47K | Sell |
700
-100
| -13% | -$6.71K | ﹤0.01% | 1509 |
|
|
2021
Q1 | $26K | Hold |
800
| – | – | ﹤0.01% | 1932 |
|
|
2020
Q4 | $22K | Buy |
+800
| New | +$22K | ﹤0.01% | 1840 |
|