Geneos Wealth Management’s Climb Global Solutions CLMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 2103 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2468 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2618 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2649 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2716 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2733 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2995 |
|
|
2020
Q4 | $1K | Sell |
50
-250
| -83% | -$5K | ﹤0.01% | 2769 |
|
|
2020
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 2058 |
|
|
2020
Q2 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 2030 |
|