Geneos Wealth Management’s MillerKnoll MLKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 2352 |
|
|
2022
Q2 | $1K | Sell |
50
-4
| -7% | -$80 | ﹤0.01% | 2513 |
|
|
2022
Q1 | $1K | Buy |
54
+4
| +8% | +$74 | ﹤0.01% | 2670 |
|
|
2021
Q4 | $1K | Sell |
50
-1,000
| -95% | -$20K | ﹤0.01% | 2691 |
|
|
2021
Q3 | $41K | Buy |
1,050
+50
| +5% | +$1.95K | ﹤0.01% | 1579 |
|
|
2021
Q2 | $46K | Buy |
+1,000
| New | +$46K | ﹤0.01% | 1522 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$9K | – | 2673 |
|
|
2020
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 1954 |
|
|
2020
Q1 | $9K | Sell |
400
-300
| -43% | -$6.75K | ﹤0.01% | 1859 |
|
|
2019
Q4 | $29K | Buy |
700
+300
| +75% | +$12.4K | ﹤0.01% | 1521 |
|
|
2019
Q3 | $18K | Hold |
400
| – | – | ﹤0.01% | 1658 |
|
|
2019
Q2 | $17K | Hold |
400
| – | – | ﹤0.01% | 1710 |
|
|
2019
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 1716 |
|
|
2018
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 1751 |
|
|
2018
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 1707 |
|
|
2018
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 1608 |
|
|
2018
Q1 | $12K | Hold |
400
| – | – | ﹤0.01% | 1584 |
|
|
2017
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 1471 |
|
|
2017
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 1459 |
|
|
2017
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 1473 |
|
|
2017
Q1 | $12K | Sell |
400
-65
| -14% | -$1.95K | ﹤0.01% | 1425 |
|
|
2016
Q4 | $15K | Hold |
465
| – | – | ﹤0.01% | 1299 |
|
|
2016
Q3 | $13K | Sell |
465
-99
| -18% | -$2.77K | ﹤0.01% | 1280 |
|
|
2016
Q2 | $16K | Hold |
564
| – | – | ﹤0.01% | 1186 |
|
|
2016
Q1 | $17K | Buy |
+564
| New | +$17K | ﹤0.01% | 1141 |
|