Geneos Wealth Management’s Global X Guru Index ETF GURU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-102
| Closed | -$3K | – | 2934 |
|
|
2020
Q3 | $3K | Buy |
102
+1
| +1% | +$29 | ﹤0.01% | 2312 |
|
|
2020
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 2275 |
|
|
2020
Q1 | $2K | Hold |
101
| – | – | ﹤0.01% | 2256 |
|
|
2019
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 2298 |
|
|
2019
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 2223 |
|
|
2019
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 2226 |
|
|
2019
Q1 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 2152 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2183 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2038 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1953 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2020 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1972 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1926 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1888 |
|
|
2016
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1858 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1778 |
|
|
2016
Q2 | $2K | Sell |
100
-460
| -82% | -$9.2K | ﹤0.01% | 1682 |
|
|
2016
Q1 | $12K | Buy |
+560
| New | +$12K | ﹤0.01% | 1252 |
|