Geneos Wealth Management’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$20K | – | 2417 |
|
|
2022
Q2 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q1 | $26K | Hold |
2,000
| – | – | ﹤0.01% | 1675 |
|
|
2021
Q4 | $24K | Sell |
2,000
-950
| -32% | -$11.4K | ﹤0.01% | 1795 |
|
|
2021
Q3 | $32K | Hold |
2,950
| – | – | ﹤0.01% | 1698 |
|
|
2021
Q2 | $41K | Sell |
2,950
-450
| -13% | -$6.25K | ﹤0.01% | 1580 |
|
|
2021
Q1 | $41K | Hold |
3,400
| – | – | ﹤0.01% | 1731 |
|
|
2020
Q4 | $37K | Buy |
3,400
+1,400
| +70% | +$15.2K | ﹤0.01% | 1601 |
|
|
2020
Q3 | $23K | Hold |
2,000
| – | – | ﹤0.01% | 1595 |
|
|
2020
Q2 | $19K | Sell |
2,000
-1,000
| -33% | -$9.5K | ﹤0.01% | 1647 |
|
|
2020
Q1 | $21K | Buy |
3,000
+2,000
| +200% | +$14K | ﹤0.01% | 1495 |
|
|
2019
Q4 | $9K | Buy |
1,000
+550
| +122% | +$4.95K | ﹤0.01% | 2010 |
|
|
2019
Q3 | $4K | Hold |
450
| – | – | ﹤0.01% | 2160 |
|
|
2019
Q2 | $4K | Buy |
+450
| New | +$4K | ﹤0.01% | 2169 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$1K | – | 2220 |
|
|
2017
Q4 | $1K | Sell |
100
-245
| -71% | -$2.45K | ﹤0.01% | 2117 |
|
|
2017
Q3 | $4K | Hold |
345
| – | – | ﹤0.01% | 1832 |
|
|
2017
Q2 | $4K | Buy |
345
+100
| +41% | +$1.16K | ﹤0.01% | 1801 |
|
|
2017
Q1 | $2K | Hold |
245
| – | – | ﹤0.01% | 1910 |
|
|
2016
Q4 | $2K | Buy |
+245
| New | +$2K | ﹤0.01% | 1885 |
|