Geneos Wealth Management’s Iteris, Inc. ITI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | – | – | 2654 |
|
|
2022
Q2 | $0 | Hold |
300
| – | – | ﹤0.01% | 2819 |
|
|
2022
Q1 | $0 | Hold |
300
| – | – | ﹤0.01% | 3020 |
|
|
2021
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 2733 |
|
|
2021
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 2804 |
|
|
2021
Q2 | $1K | Sell |
300
-500
| -63% | -$1.67K | ﹤0.01% | 2817 |
|
|
2021
Q1 | $5K | Hold |
800
| – | – | ﹤0.01% | 2685 |
|
|
2020
Q4 | $1K | Buy |
800
+500
| +167% | +$625 | ﹤0.01% | 2849 |
|
|
2020
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 2594 |
|
|
2020
Q2 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 2531 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$1K | – | 2630 |
|
|
2019
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 2517 |
|
|
2019
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 2454 |
|
|
2019
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 2456 |
|
|
2019
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 2371 |
|
|
2018
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 2348 |
|
|
2018
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 2385 |
|
|
2018
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 2234 |
|
|
2018
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 2142 |
|
|
2017
Q4 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 2061 |
|