Geneos Wealth Management’s China Mobile Limited CHL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-139
| Closed | -$4K | – | 3067 |
|
|
2020
Q3 | $4K | Hold |
139
| – | – | ﹤0.01% | 2295 |
|
|
2020
Q2 | $4K | Hold |
139
| – | – | ﹤0.01% | 2253 |
|
|
2020
Q1 | $4K | Sell |
139
-200
| -59% | -$5.76K | ﹤0.01% | 2145 |
|
|
2019
Q4 | $14K | Hold |
339
| – | – | ﹤0.01% | 1858 |
|
|
2019
Q3 | $13K | Hold |
339
| – | – | ﹤0.01% | 1801 |
|
|
2019
Q2 | $15K | Hold |
339
| – | – | ﹤0.01% | 1775 |
|
|
2019
Q1 | $17K | Hold |
339
| – | – | ﹤0.01% | 1658 |
|
|
2018
Q4 | $16K | Hold |
339
| – | – | ﹤0.01% | 1618 |
|
|
2018
Q3 | $16K | Hold |
339
| – | – | ﹤0.01% | 1694 |
|
|
2018
Q2 | $15K | Hold |
339
| – | – | ﹤0.01% | 1578 |
|
|
2018
Q1 | $15K | Sell |
339
-200
| -37% | -$8.85K | ﹤0.01% | 1520 |
|
|
2017
Q4 | $27K | Sell |
539
-1,250
| -70% | -$62.6K | ﹤0.01% | 1278 |
|
|
2017
Q3 | $90K | Hold |
1,789
| – | – | 0.01% | 729 |
|
|
2017
Q2 | $94K | Sell |
1,789
-600
| -25% | -$31.5K | 0.01% | 703 |
|
|
2017
Q1 | $131K | Buy |
2,389
+75
| +3% | +$4.11K | 0.01% | 588 |
|
|
2016
Q4 | $121K | Buy |
2,314
+8
| +0.3% | +$418 | 0.02% | 567 |
|
|
2016
Q3 | $141K | Hold |
2,306
| – | – | 0.02% | 525 |
|
|
2016
Q2 | $133K | Hold |
2,306
| – | – | 0.02% | 525 |
|
|
2016
Q1 | $128K | Buy |
+2,306
| New | +$128K | 0.02% | 527 |
|