Geneos Wealth Management’s Riverview Bancorp RVSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-860
| Closed | -$5K | – | 2479 |
|
|
2022
Q2 | $5K | Hold |
860
| – | – | ﹤0.01% | 2201 |
|
|
2022
Q1 | $6K | Hold |
860
| – | – | ﹤0.01% | 2290 |
|
|
2021
Q4 | $6K | Sell |
860
-500
| -37% | -$3.49K | ﹤0.01% | 2366 |
|
|
2021
Q3 | $9K | Hold |
1,360
| – | – | ﹤0.01% | 2266 |
|
|
2021
Q2 | $9K | Hold |
1,360
| – | – | ﹤0.01% | 2243 |
|
|
2021
Q1 | $9K | Hold |
1,360
| – | – | ﹤0.01% | 2434 |
|
|
2020
Q4 | $9K | Sell |
1,360
-1,000
| -42% | -$6.62K | ﹤0.01% | 2268 |
|
|
2020
Q3 | $9K | Hold |
2,360
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q2 | $12K | Hold |
2,360
| – | – | ﹤0.01% | 1849 |
|
|
2020
Q1 | $11K | Hold |
2,360
| – | – | ﹤0.01% | 1781 |
|
|
2019
Q4 | $19K | Hold |
2,360
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q3 | $17K | Hold |
2,360
| – | – | ﹤0.01% | 1684 |
|
|
2019
Q2 | $20K | Hold |
2,360
| – | – | ﹤0.01% | 1637 |
|
|
2019
Q1 | $17K | Hold |
2,360
| – | – | ﹤0.01% | 1645 |
|
|
2018
Q4 | $16K | Hold |
2,360
| – | – | ﹤0.01% | 1606 |
|
|
2018
Q3 | $20K | Hold |
2,360
| – | – | ﹤0.01% | 1572 |
|
|
2018
Q2 | $19K | Hold |
2,360
| – | – | ﹤0.01% | 1476 |
|
|
2018
Q1 | $22K | Hold |
2,360
| – | – | ﹤0.01% | 1353 |
|
|
2017
Q4 | $20K | Buy |
2,360
+360
| +18% | +$3.05K | ﹤0.01% | 1384 |
|
|
2017
Q3 | $16K | Sell |
2,000
-1,000
| -33% | -$8K | ﹤0.01% | 1414 |
|
|
2017
Q2 | $19K | Hold |
3,000
| – | – | ﹤0.01% | 1297 |
|
|
2017
Q1 | $21K | Hold |
3,000
| – | – | ﹤0.01% | 1222 |
|
|
2016
Q4 | $21K | Hold |
3,000
| – | – | ﹤0.01% | 1168 |
|
|
2016
Q3 | $16K | Hold |
3,000
| – | – | ﹤0.01% | 1216 |
|
|
2016
Q2 | $14K | Hold |
3,000
| – | – | ﹤0.01% | 1235 |
|
|
2016
Q1 | $12K | Buy |
+3,000
| New | +$12K | ﹤0.01% | 1261 |
|