Geneos Wealth Management’s Aspen Aerogels ASPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-227
| Closed | -$2K | – | 2033 |
|
|
2022
Q2 | $2K | Hold |
227
| – | – | ﹤0.01% | 2357 |
|
|
2022
Q1 | $7K | Hold |
227
| – | – | ﹤0.01% | 2199 |
|
|
2021
Q4 | $11K | Hold |
227
| – | – | ﹤0.01% | 2125 |
|
|
2021
Q3 | $10K | Hold |
227
| – | – | ﹤0.01% | 2204 |
|
|
2021
Q2 | $7K | Buy |
227
+126
| +125% | +$3.89K | ﹤0.01% | 2317 |
|
|
2021
Q1 | $1K | Hold |
101
| – | – | ﹤0.01% | 2984 |
|
|
2020
Q4 | $2K | Hold |
101
| – | – | ﹤0.01% | 2672 |
|
|
2020
Q3 | $1K | Buy |
+101
| New | +$1K | ﹤0.01% | 2486 |
|