Geneos Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-115
| Closed | -$2.35K | – | 2130 |
|
|
2023
Q4 | $2.35K | Hold |
115
| – | – | ﹤0.01% | 1889 |
|
|
2023
Q3 | $2.1K | Buy |
+115
| New | +$2.1K | ﹤0.01% | 1926 |
|
|
2021
Q4 | – | Sell |
-440
| Closed | -$7K | – | 2768 |
|
|
2021
Q3 | $7K | Hold |
440
| – | – | ﹤0.01% | 2330 |
|
|
2021
Q2 | $7K | Hold |
440
| – | – | ﹤0.01% | 2318 |
|
|
2021
Q1 | $7K | Hold |
440
| – | – | ﹤0.01% | 2517 |
|
|
2020
Q4 | $7K | Hold |
440
| – | – | ﹤0.01% | 2344 |
|
|
2020
Q3 | $8K | Hold |
440
| – | – | ﹤0.01% | 2012 |
|
|
2020
Q2 | $7K | Hold |
440
| – | – | ﹤0.01% | 2025 |
|
|
2020
Q1 | $7K | Hold |
440
| – | – | ﹤0.01% | 1923 |
|
|
2019
Q4 | $6K | Hold |
440
| – | – | ﹤0.01% | 2128 |
|
|
2019
Q3 | $6K | Hold |
440
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q2 | $6K | Hold |
440
| – | – | ﹤0.01% | 2056 |
|
|
2019
Q1 | $5K | Buy |
+440
| New | +$5K | ﹤0.01% | 2024 |
|