Geneos Wealth Management’s AVDR US LargeCap Leading ETF AVDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,541
Closed -$37K 2743
2022
Q2
$37K Buy
1,541
+31
+2% +$744 ﹤0.01% 1412
2022
Q1
$44K Buy
1,510
+794
+111% +$23.1K ﹤0.01% 1443
2021
Q4
$23K Buy
716
+557
+350% +$17.9K ﹤0.01% 1835
2021
Q3
$4K Buy
+159
New +$4K ﹤0.01% 2549