Geneos Wealth Management’s Kingstone Companies KINS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-300
| Closed | -$1K | – | 2946 |
|
|
2020
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 2536 |
|
|
2020
Q2 | $1K | Sell |
300
-1,780
| -86% | -$5.93K | ﹤0.01% | 2475 |
|
|
2020
Q1 | $10K | Hold |
2,080
| – | – | ﹤0.01% | 1819 |
|
|
2019
Q4 | $15K | Sell |
2,080
-390
| -16% | -$2.81K | ﹤0.01% | 1803 |
|
|
2019
Q3 | $21K | Hold |
2,470
| – | – | ﹤0.01% | 1578 |
|
|
2019
Q2 | $21K | Sell |
2,470
-830
| -25% | -$7.06K | ﹤0.01% | 1601 |
|
|
2019
Q1 | $48K | Buy |
3,300
+200
| +6% | +$2.91K | ﹤0.01% | 1163 |
|
|
2018
Q4 | $56K | Hold |
3,100
| – | – | ﹤0.01% | 1040 |
|
|
2018
Q3 | $58K | Buy |
3,100
+500
| +19% | +$9.36K | ﹤0.01% | 1101 |
|
|
2018
Q2 | $43K | Buy |
2,600
+500
| +24% | +$8.27K | ﹤0.01% | 1117 |
|
|
2018
Q1 | $35K | Buy |
2,100
+500
| +31% | +$8.33K | ﹤0.01% | 1156 |
|
|
2017
Q4 | $30K | Hold |
1,600
| – | – | ﹤0.01% | 1235 |
|
|
2017
Q3 | $26K | Hold |
1,600
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q2 | $24K | Hold |
1,600
| – | – | ﹤0.01% | 1203 |
|
|
2017
Q1 | $25K | Buy |
+1,600
| New | +$25K | ﹤0.01% | 1161 |
|