Geneos Wealth Management’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,227
| Closed | -$28.2K | – | 2210 |
|
|
2023
Q4 | $28.2K | Hold |
2,227
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q3 | $30.3K | Buy |
+2,227
| New | +$30.3K | ﹤0.01% | 1231 |
|
|
2021
Q3 | – | Sell |
-186
| Closed | -$4K | – | 2895 |
|
|
2021
Q2 | $4K | Hold |
186
| – | – | ﹤0.01% | 2529 |
|
|
2021
Q1 | $3K | Hold |
186
| – | – | ﹤0.01% | 2818 |
|
|
2020
Q4 | $3K | Sell |
186
-3
| -2% | -$48 | ﹤0.01% | 2641 |
|
|
2020
Q3 | $1K | Buy |
189
+3
| +2% | +$16 | ﹤0.01% | 2563 |
|
|
2020
Q2 | $1K | Hold |
186
| – | – | ﹤0.01% | 2502 |
|
|
2020
Q1 | $1K | Hold |
186
| – | – | ﹤0.01% | 2414 |
|
|
2019
Q4 | $2K | Hold |
186
| – | – | ﹤0.01% | 2397 |
|
|
2019
Q3 | $1K | Hold |
186
| – | – | ﹤0.01% | 2433 |
|
|
2019
Q2 | $1K | Hold |
186
| – | – | ﹤0.01% | 2438 |
|
|
2019
Q1 | $1K | Hold |
186
| – | – | ﹤0.01% | 2349 |
|
|
2018
Q4 | $1K | Hold |
186
| – | – | ﹤0.01% | 2331 |
|
|
2018
Q3 | $1K | Hold |
186
| – | – | ﹤0.01% | 2371 |
|
|
2018
Q2 | $1K | Hold |
186
| – | – | ﹤0.01% | 2221 |
|
|
2018
Q1 | $1K | Hold |
186
| – | – | ﹤0.01% | 2129 |
|
|
2017
Q4 | $1K | Hold |
186
| – | – | ﹤0.01% | 2128 |
|
|
2017
Q3 | $1K | Hold |
186
| – | – | ﹤0.01% | 2077 |
|
|
2017
Q2 | $1K | Hold |
186
| – | – | ﹤0.01% | 2025 |
|
|
2017
Q1 | $1K | Hold |
186
| – | – | ﹤0.01% | 2017 |
|
|
2016
Q4 | $1K | Hold |
186
| – | – | ﹤0.01% | 1991 |
|
|
2016
Q3 | $1K | Hold |
186
| – | – | ﹤0.01% | 1918 |
|
|
2016
Q2 | $1K | Hold |
186
| – | – | ﹤0.01% | 1767 |
|
|
2016
Q1 | $1K | Buy |
+186
| New | +$1K | ﹤0.01% | 1748 |
|