Geneos Wealth Management’s Evans Bancorp Inc EVBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-61
| Closed | -$2K | – | 3151 |
|
|
2021
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 2960 |
|
|
2020
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 2742 |
|
|
2020
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 2593 |
|
|
2020
Q2 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 2530 |
|
|
2020
Q1 | – | Sell |
-41
| Closed | -$1K | – | 2628 |
|
|
2019
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 2515 |
|
|
2019
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 2451 |
|
|
2019
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 2453 |
|
|
2019
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 2369 |
|
|
2018
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 2347 |
|
|
2018
Q3 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 2384 |
|