Geneos Wealth Management’s Cassava Sciences SAVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-75
| Closed | -$2.21K | – | 2952 |
|
2024
Q3 | $2.21K | Hold |
75
| – | – | ﹤0.01% | 2279 |
|
2024
Q2 | $926 | Hold |
75
| – | – | ﹤0.01% | 1990 |
|
2024
Q1 | $1.52K | Hold |
75
| – | – | ﹤0.01% | 1941 |
|
2023
Q4 | $1.69K | Hold |
75
| – | – | ﹤0.01% | 1945 |
|
2023
Q3 | $1.25K | Buy |
+75
| New | +$1.25K | ﹤0.01% | 1996 |
|
2022
Q3 | – | Sell |
-339
| Closed | -$8K | – | 2489 |
|
2022
Q2 | $8K | Hold |
339
| – | – | ﹤0.01% | 2047 |
|
2022
Q1 | $12K | Sell |
339
-100
| -23% | -$3.54K | ﹤0.01% | 2020 |
|
2021
Q4 | $19K | Hold |
439
| – | – | ﹤0.01% | 1913 |
|
2021
Q3 | $26K | Buy |
439
+195
| +80% | +$11.5K | ﹤0.01% | 1791 |
|
2021
Q2 | $21K | Hold |
244
| – | – | ﹤0.01% | 1902 |
|
2021
Q1 | $11K | Hold |
244
| – | – | ﹤0.01% | 2354 |
|
2020
Q4 | $11K | Buy |
244
+100
| +69% | +$4.51K | ﹤0.01% | 2192 |
|
2020
Q3 | $1K | Buy |
+144
| New | +$1K | ﹤0.01% | 2562 |
|