Geneos Wealth Management’s Canon, Inc. CAJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-138
| Closed | -$4.54K | – | 2989 |
|
|
2024
Q3 | $4.54K | Buy |
+138
| New | +$4.54K | ﹤0.01% | 2099 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$1K | – | 3048 |
|
|
2021
Q4 | $1K | Sell |
60
-30
| -33% | -$500 | ﹤0.01% | 2749 |
|
|
2021
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 2691 |
|
|
2021
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 2710 |
|
|
2021
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 2966 |
|
|
2020
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 2748 |
|
|
2020
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 2602 |
|
|
2020
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 2539 |
|
|
2020
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 2446 |
|
|
2019
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 2415 |
|
|
2019
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 2345 |
|
|
2019
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 2356 |
|
|
2019
Q1 | $2K | Sell |
90
-150
| -63% | -$3.33K | ﹤0.01% | 2278 |
|
|
2018
Q4 | $6K | Buy |
240
+150
| +167% | +$3.75K | ﹤0.01% | 1961 |
|
|
2018
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 2296 |
|
|
2018
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 2148 |
|
|
2018
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 1993 |
|
|
2017
Q4 | $3K | Sell |
90
-82
| -48% | -$2.73K | ﹤0.01% | 1980 |
|
|
2017
Q3 | $5K | Hold |
172
| – | – | ﹤0.01% | 1780 |
|
|
2017
Q2 | $5K | Hold |
172
| – | – | ﹤0.01% | 1747 |
|
|
2017
Q1 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 1705 |
|