Geneos Wealth Management’s Power REIT PW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$3K | – | 2744 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 2485 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 2363 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2524 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2593 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2736 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2554 |
|
|
2020
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2559 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2295 |
|
|
2020
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2411 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$1K | – | 2574 |
|
|
2019
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2428 |
|