Geneos Wealth Management’s Sprinklr CXM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,000
Closed -$10K 2134
2022
Q2
$10K Sell
1,000
-300
-23% -$3K ﹤0.01% 1933
2022
Q1
$15K Buy
+1,300
New +$15K ﹤0.01% 1910