Geneos Wealth Management’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$7.08K | – | 2089 |
|
|
2022
Q4 | $7.08K | Hold |
200
| – | – | ﹤0.01% | 1626 |
|
|
2022
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1618 |
|
|
2022
Q2 | $11K | Buy |
200
+125
| +167% | +$6.88K | ﹤0.01% | 1917 |
|
|
2022
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 2183 |
|
|
2021
Q4 | $14K | Hold |
75
| – | – | ﹤0.01% | 2054 |
|
|
2021
Q3 | $17K | Hold |
75
| – | – | ﹤0.01% | 2007 |
|
|
2021
Q2 | $21K | Hold |
75
| – | – | ﹤0.01% | 1901 |
|
|
2021
Q1 | $23K | Hold |
75
| – | – | ﹤0.01% | 2012 |
|
|
2020
Q4 | $21K | Hold |
75
| – | – | ﹤0.01% | 1881 |
|
|
2020
Q3 | $20K | Hold |
75
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q2 | $21K | Hold |
75
| – | – | ﹤0.01% | 1602 |
|
|
2020
Q1 | $17K | Buy |
+75
| New | +$17K | ﹤0.01% | 1585 |
|