Geneos Wealth Management’s Livent Corporation LTHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-223
| Closed | -$5K | – | 2837 |
|
|
2022
Q1 | $5K | Hold |
223
| – | – | ﹤0.01% | 2372 |
|
|
2021
Q4 | $5K | Sell |
223
-490
| -69% | -$11K | ﹤0.01% | 2427 |
|
|
2021
Q3 | $16K | Sell |
713
-60
| -8% | -$1.35K | ﹤0.01% | 2046 |
|
|
2021
Q2 | $15K | Hold |
773
| – | – | ﹤0.01% | 2066 |
|
|
2021
Q1 | $13K | Hold |
773
| – | – | ﹤0.01% | 2281 |
|
|
2020
Q4 | $13K | Buy |
+773
| New | +$13K | ﹤0.01% | 2127 |
|
|
2020
Q1 | – | Sell |
-1,205
| Closed | -$10K | – | 2635 |
|
|
2019
Q4 | $10K | Sell |
1,205
-244
| -17% | -$2.03K | ﹤0.01% | 1992 |
|
|
2019
Q3 | $9K | Sell |
1,449
-31
| -2% | -$193 | ﹤0.01% | 1946 |
|
|
2019
Q2 | $10K | Hold |
1,480
| – | – | ﹤0.01% | 1924 |
|
|
2019
Q1 | $18K | Buy |
1,480
+1,380
| +1,380% | +$16.8K | ﹤0.01% | 1631 |
|
|
2018
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2351 |
|