Geneos Wealth Management’s Collectors Universe CLCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$8K | – | 2539 |
|
|
2019
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 1930 |
|
|
2018
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 2019 |
|
|
2018
Q3 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 1997 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$7K | – | 2365 |
|
|
2018
Q1 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 1798 |
|