Geneos Wealth Management’s Silvergate Capital Corporation SI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-178
| Closed | -$26K | – | 3044 |
|
|
2021
Q4 | $26K | Hold |
178
| – | – | ﹤0.01% | 1755 |
|
|
2021
Q3 | $22K | Buy |
178
+103
| +137% | +$12.7K | ﹤0.01% | 1888 |
|
|
2021
Q2 | $8K | Sell |
75
-75
| -50% | -$8K | ﹤0.01% | 2311 |
|
|
2021
Q1 | $16K | Hold |
150
| – | – | ﹤0.01% | 2192 |
|
|
2020
Q4 | $18K | Buy |
+150
| New | +$18K | ﹤0.01% | 1981 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$1K | – | 2707 |
|
|
2020
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2537 |
|