Geneos Wealth Management’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-101
| Closed | -$4K | – | 2600 |
|
|
2022
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 2380 |
|
|
2021
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 2439 |
|
|
2021
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 2488 |
|
|
2021
Q2 | $4K | Hold |
101
| – | – | ﹤0.01% | 2491 |
|
|
2021
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 2701 |
|
|
2020
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 2522 |
|
|
2020
Q3 | $2K | Hold |
101
| – | – | ﹤0.01% | 2383 |
|
|
2020
Q2 | $1K | Hold |
101
| – | – | ﹤0.01% | 2426 |
|
|
2020
Q1 | $1K | Hold |
101
| – | – | ﹤0.01% | 2342 |
|
|
2019
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 2280 |
|
|
2019
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 2202 |
|
|
2019
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 2200 |
|
|
2019
Q1 | $3K | Sell |
101
-252
| -71% | -$7.49K | ﹤0.01% | 2133 |
|
|
2018
Q4 | $10K | Sell |
353
-97
| -22% | -$2.75K | ﹤0.01% | 1773 |
|
|
2018
Q3 | $15K | Buy |
450
+349
| +346% | +$11.6K | ﹤0.01% | 1696 |
|
|
2018
Q2 | $4K | Hold |
101
| – | – | ﹤0.01% | 1953 |
|
|
2018
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 1883 |
|
|
2017
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 1858 |
|
|
2017
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 1870 |
|
|
2017
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 1830 |
|
|
2017
Q1 | $3K | Sell |
101
-173
| -63% | -$5.14K | ﹤0.01% | 1790 |
|
|
2016
Q4 | $10K | Hold |
274
| – | – | ﹤0.01% | 1420 |
|
|
2016
Q3 | $8K | Buy |
274
+173
| +171% | +$5.05K | ﹤0.01% | 1430 |
|
|
2016
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 1606 |
|
|
2016
Q1 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 1591 |
|