Geneos Wealth Management’s Cemex CX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,040
| Closed | -$4K | – | 2132 |
|
|
2022
Q2 | $4K | Hold |
1,040
| – | – | ﹤0.01% | 2245 |
|
|
2022
Q1 | $5K | Hold |
1,040
| – | – | ﹤0.01% | 2316 |
|
|
2021
Q4 | $7K | Hold |
1,040
| – | – | ﹤0.01% | 2289 |
|
|
2021
Q3 | $7K | Hold |
1,040
| – | – | ﹤0.01% | 2334 |
|
|
2021
Q2 | $8K | Hold |
1,040
| – | – | ﹤0.01% | 2271 |
|
|
2021
Q1 | $8K | Hold |
1,040
| – | – | ﹤0.01% | 2460 |
|
|
2020
Q4 | $6K | Hold |
1,040
| – | – | ﹤0.01% | 2405 |
|
|
2020
Q3 | $3K | Sell |
1,040
-2,105
| -67% | -$6.07K | ﹤0.01% | 2307 |
|
|
2020
Q2 | $8K | Hold |
3,145
| – | – | ﹤0.01% | 1972 |
|
|
2020
Q1 | $5K | Hold |
3,145
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q4 | $12K | Buy |
3,145
+1,000
| +47% | +$3.82K | ﹤0.01% | 1887 |
|
|
2019
Q3 | $8K | Hold |
2,145
| – | – | ﹤0.01% | 1955 |
|
|
2019
Q2 | $9K | Sell |
2,145
-53
| -2% | -$222 | ﹤0.01% | 1930 |
|
|
2019
Q1 | $10K | Hold |
2,198
| – | – | ﹤0.01% | 1833 |
|
|
2018
Q4 | $10K | Hold |
2,198
| – | – | ﹤0.01% | 1776 |
|
|
2018
Q3 | $15K | Buy |
2,198
+78
| +4% | +$532 | ﹤0.01% | 1699 |
|
|
2018
Q2 | $13K | Hold |
2,120
| – | – | ﹤0.01% | 1600 |
|
|
2018
Q1 | $14K | Hold |
2,120
| – | – | ﹤0.01% | 1525 |
|
|
2017
Q4 | $15K | Sell |
2,120
-1,560
| -42% | -$11K | ﹤0.01% | 1483 |
|
|
2017
Q3 | $33K | Sell |
3,680
-21,989
| -86% | -$197K | ﹤0.01% | 1129 |
|
|
2017
Q2 | $241K | Hold |
25,669
| – | – | 0.02% | 446 |
|
|
2017
Q1 | $223K | Sell |
25,669
-2,498
| -9% | -$21.7K | 0.02% | 455 |
|
|
2016
Q4 | $217K | Buy |
28,167
+1,560
| +6% | +$12K | 0.03% | 440 |
|
|
2016
Q3 | $203K | Sell |
26,607
-323
| -1% | -$2.46K | 0.03% | 441 |
|
|
2016
Q2 | $159K | Hold |
26,930
| – | – | 0.02% | 488 |
|
|
2016
Q1 | $180K | Buy |
+26,930
| New | +$180K | 0.03% | 453 |
|