Geneos Wealth Management’s Ceco Environmental CECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$7.99K | – | 2105 |
|
|
2023
Q3 | $7.99K | Buy |
+500
| New | +$7.99K | ﹤0.01% | 1633 |
|
|
2020
Q4 | – | Sell |
-224
| Closed | -$1K | – | 2902 |
|
|
2020
Q3 | $1K | Hold |
224
| – | – | ﹤0.01% | 2494 |
|
|
2020
Q2 | $1K | Hold |
224
| – | – | ﹤0.01% | 2432 |
|
|
2020
Q1 | $1K | Hold |
224
| – | – | ﹤0.01% | 2347 |
|
|
2019
Q4 | $1K | Hold |
224
| – | – | ﹤0.01% | 2440 |
|
|
2019
Q3 | $1K | Sell |
224
-257
| -53% | -$1.15K | ﹤0.01% | 2374 |
|
|
2019
Q2 | $4K | Hold |
481
| – | – | ﹤0.01% | 2146 |
|
|
2019
Q1 | $3K | Hold |
481
| – | – | ﹤0.01% | 2139 |
|
|
2018
Q4 | $3K | Hold |
481
| – | – | ﹤0.01% | 2096 |
|
|
2018
Q3 | $3K | Hold |
481
| – | – | ﹤0.01% | 2162 |
|
|
2018
Q2 | $2K | Hold |
481
| – | – | ﹤0.01% | 2094 |
|
|
2018
Q1 | $2K | Hold |
481
| – | – | ﹤0.01% | 2016 |
|
|
2017
Q4 | $2K | Hold |
481
| – | – | ﹤0.01% | 2007 |
|
|
2017
Q3 | $4K | Buy |
481
+4
| +0.8% | +$33 | ﹤0.01% | 1804 |
|
|
2017
Q2 | $4K | Sell |
477
-396
| -45% | -$3.32K | ﹤0.01% | 1770 |
|
|
2017
Q1 | $9K | Buy |
873
+4
| +0.5% | +$41 | ﹤0.01% | 1509 |
|
|
2016
Q4 | $12K | Buy |
869
+2
| +0.2% | +$28 | ﹤0.01% | 1371 |
|
|
2016
Q3 | $9K | Buy |
867
+3
| +0.3% | +$31 | ﹤0.01% | 1386 |
|
|
2016
Q2 | $7K | Buy |
864
+3
| +0.3% | +$24 | ﹤0.01% | 1418 |
|
|
2016
Q1 | $5K | Buy |
+861
| New | +$5K | ﹤0.01% | 1467 |
|