Geneos Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$42K | – | 2589 |
|
|
2019
Q4 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 1346 |
|
|
2019
Q3 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 1396 |
|
|
2019
Q2 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q1 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q4 | $27K | Sell |
1,000
-1,150
| -53% | -$31.1K | ﹤0.01% | 1375 |
|
|
2018
Q3 | $84K | Buy |
2,150
+1,250
| +139% | +$48.8K | 0.01% | 953 |
|
|
2018
Q2 | $33K | Hold |
900
| – | – | ﹤0.01% | 1242 |
|
|
2018
Q1 | $30K | Hold |
900
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q4 | $29K | Buy |
900
+100
| +13% | +$3.22K | ﹤0.01% | 1249 |
|
|
2017
Q3 | $24K | Buy |
+800
| New | +$24K | ﹤0.01% | 1257 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$13K | – | 2084 |
|
|
2016
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 1284 |
|
|
2016
Q2 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 1300 |
|