Geneos Wealth Management’s Bank Of The James BOTJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$0 Buy
2019
Q2
Sell
2019
Q1
$1K Sell
2018
Q4
$4K Buy
2018
Q3
$1K Hold
2018
Q2
$1K Hold
2018
Q1
$1K Buy