Geneos Wealth Management’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-35
| Closed | – | – | 2601 |
|
|
2022
Q1 | $0 | Buy |
+35
| New | – | ﹤0.01% | 2769 |
|
|
2019
Q2 | – | Sell |
-145
| Closed | -$1K | – | 2491 |
|
|
2019
Q1 | $1K | Sell |
145
-220
| -60% | -$1.52K | ﹤0.01% | 2302 |
|
|
2018
Q4 | $4K | Buy |
365
+255
| +232% | +$2.8K | ﹤0.01% | 2027 |
|
|
2018
Q3 | $1K | Hold |
110
| – | – | ﹤0.01% | 2322 |
|
|
2018
Q2 | $1K | Hold |
110
| – | – | ﹤0.01% | 2169 |
|
|
2018
Q1 | $1K | Buy |
+110
| New | +$1K | ﹤0.01% | 2087 |
|