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