Geneos Wealth Management’s Diana Shipping DSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,259
| Closed | -$3K | – | 2400 |
|
|
2018
Q3 | $3K | Hold |
1,259
| – | – | ﹤0.01% | 2171 |
|
|
2018
Q2 | $4K | Hold |
1,259
| – | – | ﹤0.01% | 1959 |
|
|
2018
Q1 | $3K | Hold |
1,259
| – | – | ﹤0.01% | 1944 |
|
|
2017
Q4 | $3K | Hold |
1,259
| – | – | ﹤0.01% | 1931 |
|
|
2017
Q3 | $3K | Hold |
1,259
| – | – | ﹤0.01% | 1880 |
|
|
2017
Q2 | $3K | Buy |
1,259
+68
| +6% | +$162 | ﹤0.01% | 1839 |
|
|
2017
Q1 | $3K | Sell |
1,191
-400
| -25% | -$1.01K | ﹤0.01% | 1798 |
|
|
2016
Q4 | $3K | Hold |
1,591
| – | – | ﹤0.01% | 1751 |
|
|
2016
Q3 | $2K | Hold |
1,591
| – | – | ﹤0.01% | 1760 |
|
|
2016
Q2 | $3K | Sell |
1,591
-500
| -24% | -$943 | ﹤0.01% | 1610 |
|
|
2016
Q1 | $3K | Buy |
+2,091
| New | +$3K | ﹤0.01% | 1597 |
|