Geneos Wealth Management’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-419
| Closed | -$12.1K | – | 2172 |
|
|
2023
Q4 | $12.1K | Hold |
419
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q3 | $11.3K | Hold |
419
| – | – | ﹤0.01% | 1532 |
|
|
2023
Q2 | $11.9K | Hold |
419
| – | – | ﹤0.01% | 1529 |
|
|
2023
Q1 | $11.9K | Hold |
419
| – | – | ﹤0.01% | 1500 |
|
|
2022
Q4 | $11.4K | Hold |
419
| – | – | ﹤0.01% | 1497 |
|
|
2022
Q3 | $10K | Buy |
+419
| New | +$10K | ﹤0.01% | 1511 |
|