Geneos Wealth Management’s Mesa Royalty Trust MTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-146
| Closed | -$1K | – | 2113 |
|
|
2017
Q1 | $1K | Sell |
146
-1,919
| -93% | -$13.1K | ﹤0.01% | 2002 |
|
|
2016
Q4 | $22K | Buy |
2,065
+33
| +2% | +$352 | ﹤0.01% | 1146 |
|
|
2016
Q3 | $16K | Sell |
2,032
-264
| -11% | -$2.08K | ﹤0.01% | 1213 |
|
|
2016
Q2 | $24K | Buy |
2,296
+18
| +0.8% | +$188 | ﹤0.01% | 1053 |
|
|
2016
Q1 | $18K | Buy |
+2,278
| New | +$18K | ﹤0.01% | 1129 |
|