Geneos Wealth Management’s Innovator IBD 50 ETF FFTY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-178
| Closed | -$6K | – | 2508 |
|
2019
Q2 | $6K | Hold |
178
| – | – | ﹤0.01% | 2066 |
|
2019
Q1 | $5K | Buy |
+178
| New | +$5K | ﹤0.01% | 2029 |
|
2018
Q4 | – | Sell |
-878
| Closed | -$33K | – | 2416 |
|
2018
Q3 | $33K | Buy |
878
+27
| +3% | +$1.02K | ﹤0.01% | 1353 |
|
2018
Q2 | $29K | Buy |
851
+55
| +7% | +$1.87K | ﹤0.01% | 1297 |
|
2018
Q1 | $26K | Buy |
796
+490
| +160% | +$16K | ﹤0.01% | 1274 |
|
2017
Q4 | $10K | Buy |
+306
| New | +$10K | ﹤0.01% | 1628 |
|