GWM
PLYM

Geneos Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

Geneos Wealth Management’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-16,500
Closed -$203K – 2974
2020
Q3 		$203K Hold
16,500
– – 0.01% 681
2020
Q2 		$195K Hold
16,500
– – 0.01% 681
2020
Q1 		$199K Hold
16,500
– – 0.01% 612
2019
Q4 		$301K Buy
+16,500
New +$301K 0.02% 555