Geneos Wealth Management’s Celldex Therapeutics CLDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,333
| Closed | -$51K | – | 2784 |
|
|
2021
Q4 | $51K | Hold |
1,333
| – | – | ﹤0.01% | 1463 |
|
|
2021
Q3 | $74K | Hold |
1,333
| – | – | ﹤0.01% | 1294 |
|
|
2021
Q2 | $45K | Hold |
1,333
| – | – | ﹤0.01% | 1529 |
|
|
2021
Q1 | $40K | Hold |
1,333
| – | – | ﹤0.01% | 1738 |
|
|
2020
Q4 | $27K | Hold |
1,333
| – | – | ﹤0.01% | 1744 |
|
|
2020
Q3 | $17K | Hold |
1,333
| – | – | ﹤0.01% | 1721 |
|
|
2020
Q2 | $16K | Hold |
1,333
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q1 | $2K | Hold |
1,333
| – | – | ﹤0.01% | 2238 |
|
|
2019
Q4 | $2K | Hold |
1,333
| – | – | ﹤0.01% | 2358 |
|
|
2019
Q3 | $2K | Hold |
1,333
| – | – | ﹤0.01% | 2288 |
|
|
2019
Q2 | $3K | Hold |
1,333
| – | – | ﹤0.01% | 2208 |
|
|
2019
Q1 | $6K | Buy |
+1,333
| New | +$6K | ﹤0.01% | 1979 |
|