GWM
ESCR

Geneos Wealth Management’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

Geneos Wealth Management’s Portfolio ESCR Stock Details ESCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-114
Closed -$2K – 2598
2019
Q3 		$2K Hold
114
– – ﹤0.01% 2342
2019
Q2 		$2K Buy
+114
New +$2K ﹤0.01% 2353