Geneos Wealth Management’s Shenandoah Telecom SHEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-190
| Closed | -$3.61K | – | 2110 |
|
2023
Q1 | $3.61K | Hold |
190
| – | – | ﹤0.01% | 1804 |
|
2022
Q4 | $3.02K | Hold |
190
| – | – | ﹤0.01% | 1813 |
|
2022
Q3 | $3K | Hold |
190
| – | – | ﹤0.01% | 1803 |
|
2022
Q2 | $4K | Hold |
190
| – | – | ﹤0.01% | 2273 |
|
2022
Q1 | $4K | Hold |
190
| – | – | ﹤0.01% | 2424 |
|
2021
Q4 | $4K | Hold |
190
| – | – | ﹤0.01% | 2481 |
|
2021
Q3 | $6K | Hold |
190
| – | – | ﹤0.01% | 2410 |
|
2021
Q2 | $10K | Sell |
190
-4,483
| -96% | -$236K | ﹤0.01% | 2210 |
|
2021
Q1 | $220K | Hold |
4,673
| – | – | 0.01% | 927 |
|
2020
Q4 | $9K | Buy |
4,673
+4,483
| +2,359% | +$8.63K | ﹤0.01% | 2270 |
|
2020
Q3 | $8K | Hold |
190
| – | – | ﹤0.01% | 2042 |
|
2020
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 1997 |
|
2020
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 1906 |
|
2019
Q4 | $7K | Buy |
190
+50
| +36% | +$1.84K | ﹤0.01% | 2108 |
|
2019
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 2174 |
|
2019
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 2127 |
|
2019
Q1 | $6K | Hold |
140
| – | – | ﹤0.01% | 2006 |
|
2018
Q4 | $6K | Buy |
140
+90
| +180% | +$3.86K | ﹤0.01% | 1949 |
|
2018
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2372 |
|
2018
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2222 |
|
2018
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2130 |
|