Geneos Wealth Management’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-26
| Closed | -$1K | – | 2497 |
|
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 2533 |
|
|
2022
Q1 | $2K | Sell |
26
-22
| -46% | -$1.69K | ﹤0.01% | 2569 |
|
|
2021
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 2480 |
|
|
2021
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 2591 |
|
|
2021
Q2 | $3K | Buy |
48
+22
| +85% | +$1.38K | ﹤0.01% | 2596 |
|
|
2021
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 2926 |
|
|
2020
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 2829 |
|