Geneos Wealth Management’s SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-150
| Closed | -$4.63K | – | 2126 |
|
|
2023
Q3 | $4.63K | Hold |
150
| – | – | ﹤0.01% | 1766 |
|
|
2023
Q2 | $5.02K | Hold |
150
| – | – | ﹤0.01% | 1742 |
|
|
2023
Q1 | $4.77K | Hold |
150
| – | – | ﹤0.01% | 1738 |
|
|
2022
Q4 | $4.42K | Hold |
150
| – | – | ﹤0.01% | 1736 |
|
|
2022
Q3 | $4K | Sell |
150
-200
| -57% | -$5.33K | ﹤0.01% | 1738 |
|
|
2022
Q2 | $12K | Hold |
350
| – | – | ﹤0.01% | 1880 |
|
|
2022
Q1 | $16K | Sell |
350
-4,265
| -92% | -$195K | ﹤0.01% | 1896 |
|
|
2021
Q4 | $254K | Hold |
4,615
| – | – | 0.01% | 779 |
|
|
2021
Q3 | $253K | Buy |
4,615
+318
| +7% | +$17.4K | 0.01% | 769 |
|
|
2021
Q2 | $262K | Buy |
4,297
+1,184
| +38% | +$72.2K | 0.01% | 736 |
|
|
2021
Q1 | $188K | Buy |
3,113
+227
| +8% | +$13.7K | 0.01% | 985 |
|
|
2020
Q4 | $172K | Buy |
+2,886
| New | +$172K | 0.01% | 888 |
|