Geneos Wealth Management’s El Pollo Loco LOCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-600
| Closed | -$5K | – | 2300 |
|
|
2018
Q1 | $5K | Hold |
600
| – | – | ﹤0.01% | 1857 |
|
|
2017
Q4 | $5K | Hold |
600
| – | – | ﹤0.01% | 1819 |
|
|
2017
Q3 | $7K | Buy |
+600
| New | +$7K | ﹤0.01% | 1681 |
|
|
2017
Q2 | – | Sell |
-600
| Closed | -$7K | – | 2108 |
|
|
2017
Q1 | $7K | Buy |
600
+300
| +100% | +$3.5K | ﹤0.01% | 1600 |
|
|
2016
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 1770 |
|
|
2016
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 1704 |
|
|
2016
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 1622 |
|
|
2016
Q1 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 1551 |
|