Geneos Wealth Management’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,790
| Closed | -$33K | – | 2941 |
|
|
2021
Q2 | $33K | Sell |
1,790
-1,040
| -37% | -$19.2K | ﹤0.01% | 1676 |
|
|
2021
Q1 | $50K | Hold |
2,830
| – | – | ﹤0.01% | 1640 |
|
|
2020
Q4 | $51K | Sell |
2,830
-2,037
| -42% | -$36.7K | ﹤0.01% | 1456 |
|
|
2020
Q3 | $55K | Buy |
4,867
+104
| +2% | +$1.18K | ﹤0.01% | 1212 |
|
|
2020
Q2 | $46K | Buy |
4,763
+1,149
| +32% | +$11.1K | ﹤0.01% | 1259 |
|
|
2020
Q1 | $32K | Sell |
3,614
-5,216
| -59% | -$46.2K | ﹤0.01% | 1315 |
|
|
2019
Q4 | $160K | Buy |
8,830
+48
| +0.5% | +$870 | 0.01% | 784 |
|
|
2019
Q3 | $178K | Buy |
8,782
+2,495
| +40% | +$50.6K | 0.01% | 695 |
|
|
2019
Q2 | $118K | Buy |
6,287
+50
| +0.8% | +$938 | 0.01% | 847 |
|
|
2019
Q1 | $127K | Buy |
6,237
+5,193
| +497% | +$106K | 0.01% | 781 |
|
|
2018
Q4 | $16K | Hold |
1,044
| – | – | ﹤0.01% | 1616 |
|
|
2018
Q3 | $21K | Buy |
+1,044
| New | +$21K | ﹤0.01% | 1560 |
|