Geneos Wealth Management’s Ennis EBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,100
| Closed | -$24.1K | – | 2151 |
|
|
2023
Q4 | $24.1K | Sell |
1,100
-950
| -46% | -$20.8K | ﹤0.01% | 1292 |
|
|
2023
Q3 | $43.5K | Hold |
2,050
| – | – | ﹤0.01% | 1119 |
|
|
2023
Q2 | $41.8K | Buy |
2,050
+2,000
| +4,000% | +$40.8K | ﹤0.01% | 1126 |
|
|
2023
Q1 | $1.06K | Sell |
50
-2,080
| -98% | -$43.9K | ﹤0.01% | 1984 |
|
|
2022
Q4 | $47.2K | Hold |
2,130
| – | – | ﹤0.01% | 1075 |
|
|
2022
Q3 | $42K | Sell |
2,130
-411
| -16% | -$8.1K | ﹤0.01% | 1078 |
|
|
2022
Q2 | $51K | Buy |
2,541
+1,036
| +69% | +$20.8K | ﹤0.01% | 1271 |
|
|
2022
Q1 | $27K | Buy |
1,505
+1,105
| +276% | +$19.8K | ﹤0.01% | 1654 |
|
|
2021
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 2293 |
|
|
2021
Q3 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 2340 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$2K | – | 2912 |
|
|
2021
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2875 |
|
|
2020
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2688 |
|
|
2020
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2509 |
|
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2449 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2360 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2363 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2294 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2304 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2231 |
|
|
2018
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2288 |
|