Geneos Wealth Management’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$4K | – | 2521 |
|
|
2019
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 2107 |
|
|
2018
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 2068 |
|
|
2018
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 2130 |
|
|
2018
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 1989 |
|
|
2018
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 1913 |
|
|
2017
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 1828 |
|
|
2017
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 1766 |
|
|
2017
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 1728 |
|
|
2017
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 1754 |
|
|
2016
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 1641 |
|
|
2016
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 1646 |
|
|
2016
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 1581 |
|
|
2016
Q1 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 1561 |
|