Geneos Wealth Management’s Northern Dynasty Minerals NAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,500
| Closed | -$2K | – | 3141 |
|
|
2020
Q4 | $2K | Buy |
+4,500
| New | +$2K | ﹤0.01% | 2710 |
|
|
2020
Q3 | – | Sell |
-1,900
| Closed | -$2K | – | 2674 |
|
|
2020
Q2 | $2K | Buy |
+1,900
| New | +$2K | ﹤0.01% | 2371 |
|
|
2020
Q1 | – | Sell |
-9,900
| Closed | -$4K | – | 2569 |
|
|
2019
Q4 | $4K | Hold |
9,900
| – | – | ﹤0.01% | 2239 |
|
|
2019
Q3 | $6K | Hold |
9,900
| – | – | ﹤0.01% | 2064 |
|
|
2019
Q2 | $5K | Hold |
9,900
| – | – | ﹤0.01% | 2120 |
|
|
2019
Q1 | $5K | Hold |
9,900
| – | – | ﹤0.01% | 2047 |
|
|
2018
Q4 | $5K | Hold |
9,900
| – | – | ﹤0.01% | 1990 |
|
|
2018
Q3 | $5K | Buy |
9,900
+8,000
| +421% | +$4.04K | ﹤0.01% | 2062 |
|
|
2018
Q2 | $1K | Hold |
1,900
| – | – | ﹤0.01% | 2205 |
|
|
2018
Q1 | $1K | Hold |
1,900
| – | – | ﹤0.01% | 2114 |
|
|
2017
Q4 | $3K | Hold |
1,900
| – | – | ﹤0.01% | 1951 |
|
|
2017
Q3 | $3K | Hold |
1,900
| – | – | ﹤0.01% | 1903 |
|
|
2017
Q2 | $2K | Hold |
1,900
| – | – | ﹤0.01% | 1943 |
|
|
2017
Q1 | $2K | Buy |
+1,900
| New | +$2K | ﹤0.01% | 1906 |
|