Geneos Wealth Management’s Nordic American Tanker NAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,800
| Closed | -$4.43K | – | 3196 |
|
|
2025
Q1 | $4.43K | Buy |
+1,800
| New | +$4.43K | ﹤0.01% | 2784 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | – | – | 2372 |
|
|
2022
Q2 | $0 | Hold |
300
| – | – | ﹤0.01% | 2713 |
|
|
2022
Q1 | $0 | Buy |
+300
| New | – | ﹤0.01% | 2900 |
|
|
2021
Q4 | – | Sell |
-1,312
| Closed | -$3K | – | 2838 |
|
|
2021
Q3 | $3K | Hold |
1,312
| – | – | ﹤0.01% | 2581 |
|
|
2021
Q2 | $4K | Hold |
1,312
| – | – | ﹤0.01% | 2515 |
|
|
2021
Q1 | $4K | Hold |
1,312
| – | – | ﹤0.01% | 2725 |
|
|
2020
Q4 | $5K | Buy |
1,312
+500
| +62% | +$1.91K | ﹤0.01% | 2484 |
|
|
2020
Q3 | $2K | Sell |
812
-800
| -50% | -$1.97K | ﹤0.01% | 2426 |
|
|
2020
Q2 | $6K | Sell |
1,612
-400
| -20% | -$1.49K | ﹤0.01% | 2091 |
|
|
2020
Q1 | $8K | Sell |
2,012
-300
| -13% | -$1.19K | ﹤0.01% | 1895 |
|
|
2019
Q4 | $11K | Sell |
2,312
-4,480
| -66% | -$21.3K | ﹤0.01% | 1930 |
|
|
2019
Q3 | $14K | Hold |
6,792
| – | – | ﹤0.01% | 1759 |
|
|
2019
Q2 | $15K | Sell |
6,792
-800
| -11% | -$1.77K | ﹤0.01% | 1765 |
|
|
2019
Q1 | $15K | Buy |
7,592
+700
| +10% | +$1.38K | ﹤0.01% | 1699 |
|
|
2018
Q4 | $13K | Buy |
6,892
+300
| +5% | +$566 | ﹤0.01% | 1694 |
|
|
2018
Q3 | $13K | Buy |
6,592
+2,240
| +51% | +$4.42K | ﹤0.01% | 1753 |
|
|
2018
Q2 | $11K | Hold |
4,352
| – | – | ﹤0.01% | 1686 |
|
|
2018
Q1 | $8K | Hold |
4,352
| – | – | ﹤0.01% | 1727 |
|
|
2017
Q4 | $10K | Buy |
4,352
+2,240
| +106% | +$5.15K | ﹤0.01% | 1637 |
|
|
2017
Q3 | $11K | Sell |
2,112
-17
| -0.8% | -$89 | ﹤0.01% | 1546 |
|
|
2017
Q2 | $13K | Sell |
2,129
-554
| -21% | -$3.38K | ﹤0.01% | 1437 |
|
|
2017
Q1 | $21K | Sell |
2,683
-190
| -7% | -$1.49K | ﹤0.01% | 1220 |
|
|
2016
Q4 | $23K | Buy |
2,873
+111
| +4% | +$889 | ﹤0.01% | 1128 |
|
|
2016
Q3 | $27K | Sell |
2,762
-2,931
| -51% | -$28.7K | ﹤0.01% | 1026 |
|
|
2016
Q2 | $80K | Buy |
5,693
+504
| +10% | +$7.08K | 0.01% | 652 |
|
|
2016
Q1 | $72K | Buy |
+5,189
| New | +$72K | 0.01% | 680 |
|