Geneos Wealth Management’s Levi Strauss LEVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-50
| Closed | -$1K | – | 2881 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2686 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2760 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2770 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 3029 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2802 |
|
|
2020
Q1 | – | Sell |
-325
| Closed | -$6K | – | 2556 |
|
|
2019
Q4 | $6K | Hold |
325
| – | – | ﹤0.01% | 2143 |
|
|
2019
Q3 | $6K | Sell |
325
-50
| -13% | -$923 | ﹤0.01% | 2060 |
|
|
2019
Q2 | $7K | Buy |
375
+325
| +650% | +$6.07K | ﹤0.01% | 2018 |
|
|
2019
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2330 |
|