Geneos Wealth Management’s Anfield Diversified Alternatives ETF DALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $37.1K | Sell |
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|
2023
Q4 | $36.4K | Sell |
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|
2023
Q3 | $55.1K | Sell |
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|
2023
Q2 | $59.9K | Hold |
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|
2023
Q1 | $58.9K | Hold |
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|
2022
Q4 | $59.3K | Buy |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $45K | Sell |
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|
2022
Q1 | $66K | Buy |
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|
2021
Q4 | $53K | Buy |
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|
2021
Q3 | $31K | Sell |
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|
2021
Q2 | $50K | Sell |
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $51K | Sell |
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|
2020
Q3 | $83K | Sell |
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|
2020
Q2 | $81K | Sell |
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|
2020
Q1 | $9.05M | Sell |
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|
2019
Q4 | $12.8M | Sell |
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|
2019
Q3 | $16.6M | Buy |
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|
2019
Q2 | $16.3M | Sell |
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|
2019
Q1 | $16.5M | Sell |
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|
2018
Q4 | $16.2M | Buy |
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|
2018
Q3 | $18.6M | Buy |
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|
2018
Q2 | $11.9M | Sell |
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|
2018
Q1 | $11.9M | Buy |
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|
2017
Q4 | $3K | Buy |
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