Geneos Wealth Management’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-493
| Closed | -$23.5K | – | 2119 |
|
|
2023
Q3 | $23.5K | Hold |
493
| – | – | ﹤0.01% | 1318 |
|
|
2023
Q2 | $26K | Hold |
493
| – | – | ﹤0.01% | 1284 |
|
|
2023
Q1 | $26.2K | Hold |
493
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q4 | $23.8K | Buy |
+493
| New | +$23.8K | ﹤0.01% | 1280 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$1K | – | 2215 |
|
|
2022
Q2 | $1K | Sell |
26
-33
| -56% | -$1.27K | ﹤0.01% | 2485 |
|
|
2022
Q1 | $3K | Buy |
59
+8
| +16% | +$407 | ﹤0.01% | 2456 |
|
|
2021
Q4 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 2520 |
|
|
2018
Q4 | – | Sell |
-96
| Closed | -$3K | – | 2419 |
|
|
2018
Q3 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 2179 |
|