Geneos Wealth Management’s Diamond Hill DHIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-50
| Closed | -$10K | – | 2179 |
|
|
2017
Q4 | $10K | Hold |
50
| – | – | ﹤0.01% | 1626 |
|
|
2017
Q3 | $10K | Sell |
50
-50
| -50% | -$10K | ﹤0.01% | 1564 |
|
|
2017
Q2 | $19K | Hold |
100
| – | – | ﹤0.01% | 1293 |
|
|
2017
Q1 | $19K | Hold |
100
| – | – | ﹤0.01% | 1252 |
|
|
2016
Q4 | $21K | Hold |
100
| – | – | ﹤0.01% | 1160 |
|
|
2016
Q3 | $18K | Hold |
100
| – | – | ﹤0.01% | 1158 |
|
|
2016
Q2 | $19K | Hold |
100
| – | – | ﹤0.01% | 1130 |
|
|
2016
Q1 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 1137 |
|