Geneos Wealth Management’s AG Mortgage Investment Trust MITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76K | Sell |
366
-366
| -50% | -$2.76K | ﹤0.01% | 2742 |
|
|
2025
Q1 | $5.34K | Buy |
732
+366
| +100% | +$2.67K | ﹤0.01% | 2735 |
|
|
2024
Q4 | $2.43K | Hold |
366
| – | – | ﹤0.01% | 2550 |
|
|
2024
Q3 | $2.75K | Hold |
366
| – | – | ﹤0.01% | 2225 |
|
|
2024
Q2 | $2.43K | Hold |
366
| – | – | ﹤0.01% | 1855 |
|
|
2024
Q1 | $2.24K | Hold |
366
| – | – | ﹤0.01% | 1880 |
|
|
2023
Q4 | $2.32K | Hold |
366
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q3 | $2.03K | Hold |
366
| – | – | ﹤0.01% | 1937 |
|
|
2023
Q2 | $2.24K | Hold |
366
| – | – | ﹤0.01% | 1910 |
|
|
2023
Q1 | $2.11K | Hold |
366
| – | – | ﹤0.01% | 1892 |
|
|
2022
Q4 | $1.94K | Buy |
+366
| New | +$1.94K | ﹤0.01% | 1886 |
|
|
2021
Q2 | – | Sell |
-367
| Closed | -$4K | – | 3013 |
|
|
2021
Q1 | $4K | Buy |
+367
| New | +$4K | ﹤0.01% | 2722 |
|