Geneos Wealth Management’s SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-250
| Closed | -$8.67K | – | 2166 |
|
|
2024
Q1 | $8.67K | Sell |
250
-150
| -38% | -$5.2K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $13.8K | Sell |
400
-200
| -33% | -$6.91K | ﹤0.01% | 1464 |
|
|
2023
Q3 | $19.1K | Hold |
600
| – | – | ﹤0.01% | 1383 |
|
|
2023
Q2 | $21.6K | Sell |
600
-150
| -20% | -$5.39K | ﹤0.01% | 1345 |
|
|
2023
Q1 | $26K | Hold |
750
| – | – | ﹤0.01% | 1265 |
|
|
2022
Q4 | $24.5K | Hold |
750
| – | – | ﹤0.01% | 1272 |
|
|
2022
Q3 | $24K | Hold |
750
| – | – | ﹤0.01% | 1265 |
|
|
2022
Q2 | $23K | Sell |
750
-100
| -12% | -$3.07K | ﹤0.01% | 1632 |
|
|
2022
Q1 | $34K | Hold |
850
| – | – | ﹤0.01% | 1541 |
|
|
2021
Q4 | $38K | Buy |
+850
| New | +$38K | ﹤0.01% | 1609 |
|