Geneos Wealth Management’s Rocky Mountain Chocolate Factory RMCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,372
| Closed | -$27K | – | 2142 |
|
|
2017
Q2 | $27K | Hold |
2,372
| – | – | ﹤0.01% | 1164 |
|
|
2017
Q1 | $26K | Sell |
2,372
-1,800
| -43% | -$19.7K | ﹤0.01% | 1147 |
|
|
2016
Q4 | $42K | Hold |
4,172
| – | – | 0.01% | 904 |
|
|
2016
Q3 | $43K | Hold |
4,172
| – | – | 0.01% | 876 |
|
|
2016
Q2 | $42K | Buy |
4,172
+600
| +17% | +$6.04K | 0.01% | 866 |
|
|
2016
Q1 | $35K | Buy |
+3,572
| New | +$35K | 0.01% | 915 |
|