Geneos Wealth Management’s Shore Bancshares SHBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,150
Closed -$21K 2500
2022
Q2
$21K Hold
1,150
﹤0.01% 1668
2022
Q1
$23K Hold
1,150
﹤0.01% 1742
2021
Q4
$23K Hold
1,150
﹤0.01% 1823
2021
Q3
$20K Hold
1,150
﹤0.01% 1923
2021
Q2
$19K Hold
1,150
﹤0.01% 1945
2021
Q1
$19K Hold
1,150
﹤0.01% 2110
2020
Q4
$20K Hold
1,150
﹤0.01% 1920
2020
Q3
$11K Hold
1,150
﹤0.01% 1924
2020
Q2
$12K Hold
1,150
﹤0.01% 1851
2020
Q1
$11K Hold
1,150
﹤0.01% 1784
2019
Q4
$19K Hold
1,150
﹤0.01% 1712
2019
Q3
$17K Hold
1,150
﹤0.01% 1687
2019
Q2
$18K Hold
1,150
﹤0.01% 1689
2019
Q1
$17K Hold
1,150
﹤0.01% 1646
2018
Q4
$16K Hold
1,150
﹤0.01% 1607
2018
Q3
$20K Hold
1,150
﹤0.01% 1573
2018
Q2
$21K Hold
1,150
﹤0.01% 1430
2018
Q1
$21K Hold
1,150
﹤0.01% 1380
2017
Q4
$19K Hold
1,150
﹤0.01% 1413
2017
Q3
$19K Hold
1,150
﹤0.01% 1340
2017
Q2
$18K Buy
+1,150
New +$18K ﹤0.01% 1317