Geneos Wealth Management’s SharpSpring, Inc. SHSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,494
| Closed | -$24K | – | 3192 |
|
|
2021
Q1 | $24K | Buy |
+1,494
| New | +$24K | ﹤0.01% | 1990 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$2K | – | 2261 |
|
|
2017
Q4 | $2K | Hold |
600
| – | – | ﹤0.01% | 2071 |
|
|
2017
Q3 | $1K | Hold |
600
| – | – | ﹤0.01% | 2108 |
|
|
2017
Q2 | $2K | Hold |
600
| – | – | ﹤0.01% | 1970 |
|
|
2017
Q1 | $2K | Hold |
600
| – | – | ﹤0.01% | 1950 |
|
|
2016
Q4 | $3K | Hold |
600
| – | – | ﹤0.01% | 1809 |
|
|
2016
Q3 | $3K | Buy |
+600
| New | +$3K | ﹤0.01% | 1733 |
|