Geneos Wealth Management’s Electromed ELMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,333
| Closed | -$165K | – | 2641 |
|
|
2022
Q1 | $165K | Hold |
13,333
| – | – | 0.01% | 876 |
|
|
2021
Q4 | $173K | Hold |
13,333
| – | – | 0.01% | 931 |
|
|
2021
Q3 | $142K | Hold |
13,333
| – | – | 0.01% | 1012 |
|
|
2021
Q2 | $154K | Hold |
13,333
| – | – | 0.01% | 968 |
|
|
2021
Q1 | $130K | Hold |
13,333
| – | – | ﹤0.01% | 1176 |
|
|
2020
Q4 | $141K | Hold |
13,333
| – | – | 0.01% | 982 |
|
|
2020
Q3 | $133K | Buy |
13,333
+8,333
| +167% | +$83.1K | 0.01% | 829 |
|
|
2020
Q2 | $75K | Hold |
5,000
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q1 | $60K | Buy |
+5,000
| New | +$60K | ﹤0.01% | 1042 |
|