Geneos Wealth Management’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-194
| Closed | -$6K | – | 2973 |
|
|
2020
Q3 | $6K | Hold |
194
| – | – | ﹤0.01% | 2131 |
|
|
2020
Q2 | $6K | Hold |
194
| – | – | ﹤0.01% | 2101 |
|
|
2020
Q1 | $5K | Hold |
194
| – | – | ﹤0.01% | 2047 |
|
|
2019
Q4 | $8K | Hold |
194
| – | – | ﹤0.01% | 2064 |
|
|
2019
Q3 | $7K | Hold |
194
| – | – | ﹤0.01% | 2016 |
|
|
2019
Q2 | $6K | Sell |
194
-200
| -51% | -$6.19K | ﹤0.01% | 2082 |
|
|
2019
Q1 | $17K | Hold |
394
| – | – | ﹤0.01% | 1644 |
|
|
2018
Q4 | $13K | Hold |
394
| – | – | ﹤0.01% | 1700 |
|
|
2018
Q3 | $18K | Hold |
394
| – | – | ﹤0.01% | 1628 |
|
|
2018
Q2 | $18K | Hold |
394
| – | – | ﹤0.01% | 1497 |
|
|
2018
Q1 | $15K | Hold |
394
| – | – | ﹤0.01% | 1510 |
|
|
2017
Q4 | $14K | Hold |
394
| – | – | ﹤0.01% | 1519 |
|
|
2017
Q3 | $18K | Buy |
394
+120
| +44% | +$5.48K | ﹤0.01% | 1368 |
|
|
2017
Q2 | $10K | Buy |
+274
| New | +$10K | ﹤0.01% | 1543 |
|