Geneos Wealth Management’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-610
| Closed | -$6K | – | 2366 |
|
|
2022
Q2 | $6K | Hold |
610
| – | – | ﹤0.01% | 2135 |
|
|
2022
Q1 | $9K | Hold |
610
| – | – | ﹤0.01% | 2121 |
|
|
2021
Q4 | $11K | Hold |
610
| – | – | ﹤0.01% | 2145 |
|
|
2021
Q3 | $13K | Hold |
610
| – | – | ﹤0.01% | 2112 |
|
|
2021
Q2 | $14K | Sell |
610
-1,789
| -75% | -$41.1K | ﹤0.01% | 2077 |
|
|
2021
Q1 | $54K | Buy |
2,399
+119
| +5% | +$2.68K | ﹤0.01% | 1589 |
|
|
2020
Q4 | $12K | Buy |
2,280
+1,670
| +274% | +$8.79K | ﹤0.01% | 2148 |
|
|
2020
Q3 | $4K | Sell |
610
-32
| -5% | -$210 | ﹤0.01% | 2263 |
|
|
2020
Q2 | $6K | Buy |
642
+507
| +376% | +$4.74K | ﹤0.01% | 2090 |
|
|
2020
Q1 | $1K | Sell |
135
-178
| -57% | -$1.32K | ﹤0.01% | 2392 |
|
|
2019
Q4 | $5K | Hold |
313
| – | – | ﹤0.01% | 2192 |
|
|
2019
Q3 | $3K | Sell |
313
-2,595
| -89% | -$24.9K | ﹤0.01% | 2237 |
|
|
2019
Q2 | $51K | Sell |
2,908
-1,000
| -26% | -$17.5K | ﹤0.01% | 1174 |
|
|
2019
Q1 | $64K | Sell |
3,908
-1,000
| -20% | -$16.4K | ﹤0.01% | 1025 |
|
|
2018
Q4 | $70K | Sell |
4,908
-125
| -2% | -$1.78K | 0.01% | 959 |
|
|
2018
Q3 | $120K | Sell |
5,033
-525
| -9% | -$12.5K | 0.01% | 820 |
|
|
2018
Q2 | $143K | Buy |
5,558
+400
| +8% | +$10.3K | 0.01% | 666 |
|
|
2018
Q1 | $146K | Buy |
5,158
+100
| +2% | +$2.83K | 0.01% | 630 |
|
|
2017
Q4 | $198K | Buy |
+5,058
| New | +$198K | 0.02% | 539 |
|