Geneos Wealth Management’s Crexendo CXDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-666
| Closed | -$2K | – | 2133 |
|
|
2022
Q2 | $2K | Hold |
666
| – | – | ﹤0.01% | 2367 |
|
|
2022
Q1 | $2K | Hold |
666
| – | – | ﹤0.01% | 2527 |
|
|
2021
Q4 | $3K | Hold |
666
| – | – | ﹤0.01% | 2513 |
|
|
2021
Q3 | $3K | Hold |
666
| – | – | ﹤0.01% | 2560 |
|
|
2021
Q2 | $4K | Hold |
666
| – | – | ﹤0.01% | 2498 |
|
|
2021
Q1 | $3K | Hold |
666
| – | – | ﹤0.01% | 2784 |
|
|
2020
Q4 | $4K | Buy |
+666
| New | +$4K | ﹤0.01% | 2528 |
|