Geneos Wealth Management’s Barings Corporate Investors MCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-294
| Closed | -$6.89K | – | 3190 |
|
|
2025
Q1 | $6.89K | Sell |
294
-3,710
| -93% | -$87K | ﹤0.01% | 2675 |
|
|
2024
Q4 | $81.6K | Sell |
4,004
-121
| -3% | -$2.47K | ﹤0.01% | 1137 |
|
|
2024
Q3 | $82.2K | Buy |
+4,125
| New | +$82.2K | ﹤0.01% | 1026 |
|
|
2018
Q1 | – | Sell |
-320
| Closed | -$4K | – | 2212 |
|
|
2017
Q4 | $4K | Hold |
320
| – | – | ﹤0.01% | 1878 |
|
|
2017
Q3 | $5K | Hold |
320
| – | – | ﹤0.01% | 1756 |
|
|
2017
Q2 | $4K | Hold |
320
| – | – | ﹤0.01% | 1792 |
|
|
2017
Q1 | $4K | Hold |
320
| – | – | ﹤0.01% | 1745 |
|
|
2016
Q4 | $4K | Hold |
320
| – | – | ﹤0.01% | 1692 |
|
|
2016
Q3 | $5K | Buy |
+320
| New | +$5K | ﹤0.01% | 1574 |
|