Geneos Wealth Management’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08K | Sell |
515
-1,030
| -67% | -$12.2K | ﹤0.01% | 2512 |
|
|
2025
Q1 | $17.9K | Buy |
1,545
+415
| +37% | +$4.81K | ﹤0.01% | 2372 |
|
|
2024
Q4 | $12.8K | Hold |
1,130
| – | – | ﹤0.01% | 1944 |
|
|
2024
Q3 | $14.5K | Buy |
1,130
+615
| +119% | +$7.92K | ﹤0.01% | 1681 |
|
|
2024
Q2 | $6.29K | Hold |
515
| – | – | ﹤0.01% | 1669 |
|
|
2024
Q1 | $6.43K | Hold |
515
| – | – | ﹤0.01% | 1662 |
|
|
2023
Q4 | $6.58K | Hold |
515
| – | – | ﹤0.01% | 1657 |
|
|
2023
Q3 | $6.1K | Hold |
515
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q2 | $6.37K | Hold |
515
| – | – | ﹤0.01% | 1681 |
|
|
2023
Q1 | $6.54K | Hold |
515
| – | – | ﹤0.01% | 1666 |
|
|
2022
Q4 | $6.58K | Hold |
515
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q3 | $5K | Hold |
515
| – | – | ﹤0.01% | 1687 |
|
|
2022
Q2 | $7K | Hold |
515
| – | – | ﹤0.01% | 2077 |
|
|
2022
Q1 | $7K | Buy |
515
+265
| +106% | +$3.6K | ﹤0.01% | 2218 |
|
|
2021
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 2455 |
|
|
2021
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 2502 |
|
|
2021
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 2505 |
|
|
2021
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q4 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 2536 |
|
|
2020
Q3 | – | Sell |
-1,450
| Closed | -$23K | – | 2656 |
|
|
2020
Q2 | $23K | Sell |
1,450
-1,075
| -43% | -$17.1K | ﹤0.01% | 1560 |
|
|
2020
Q1 | $34K | Sell |
2,525
-700
| -22% | -$9.43K | ﹤0.01% | 1277 |
|
|
2019
Q4 | $57K | Hold |
3,225
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q3 | $56K | Buy |
3,225
+1,450
| +82% | +$25.2K | ﹤0.01% | 1126 |
|
|
2019
Q2 | $30K | Hold |
1,775
| – | – | ﹤0.01% | 1434 |
|
|
2019
Q1 | $29K | Hold |
1,775
| – | – | ﹤0.01% | 1396 |
|
|
2018
Q4 | $26K | Sell |
1,775
-1,000
| -36% | -$14.6K | ﹤0.01% | 1384 |
|
|
2018
Q3 | $44K | Buy |
2,775
+1,000
| +56% | +$15.9K | ﹤0.01% | 1230 |
|
|
2018
Q2 | $29K | Buy |
1,775
+1,075
| +154% | +$17.6K | ﹤0.01% | 1298 |
|
|
2018
Q1 | $11K | Buy |
+700
| New | +$11K | ﹤0.01% | 1608 |
|