Geneos Wealth Management’s High Yield ETF HYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,675
| Closed | -$45K | – | 2697 |
|
|
2022
Q2 | $45K | Hold |
1,675
| – | – | ﹤0.01% | 1335 |
|
|
2022
Q1 | $48K | Hold |
1,675
| – | – | ﹤0.01% | 1411 |
|
|
2021
Q4 | $52K | Sell |
1,675
-270
| -14% | -$8.38K | ﹤0.01% | 1462 |
|
|
2021
Q3 | $62K | Sell |
1,945
-625
| -24% | -$19.9K | ﹤0.01% | 1386 |
|
|
2021
Q2 | $83K | Buy |
+2,570
| New | +$83K | ﹤0.01% | 1241 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$17K | – | 2568 |
|
|
2019
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q1 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 1654 |
|
|
2018
Q3 | – | Sell |
-350
| Closed | -$12K | – | 2463 |
|
|
2018
Q2 | $12K | Buy |
+350
| New | +$12K | ﹤0.01% | 1661 |
|