Geneos Wealth Management’s DZS Inc. Common Stock DZSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,100
| Closed | -$693 | – | 2991 |
|
|
2024
Q3 | $693 | Hold |
1,100
| – | – | ﹤0.01% | 2510 |
|
|
2024
Q2 | $1.29K | Hold |
1,100
| – | – | ﹤0.01% | 1952 |
|
|
2024
Q1 | $1.45K | Hold |
1,100
| – | – | ﹤0.01% | 1952 |
|
|
2023
Q4 | $2.17K | Hold |
1,100
| – | – | ﹤0.01% | 1905 |
|
|
2023
Q3 | $2.31K | Hold |
1,100
| – | – | ﹤0.01% | 1917 |
|
|
2023
Q2 | $4.37K | Buy |
1,100
+135
| +14% | +$536 | ﹤0.01% | 1772 |
|
|
2023
Q1 | $7.61K | Buy |
+965
| New | +$7.61K | ﹤0.01% | 1620 |
|