Geneos Wealth Management’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-263
| Closed | -$1.84K | – | 2615 |
|
|
2024
Q2 | $1.84K | Buy |
+263
| New | +$1.84K | ﹤0.01% | 1903 |
|
|
2024
Q1 | – | Sell |
-263
| Closed | -$2.7K | – | 2215 |
|
|
2023
Q4 | $2.7K | Hold |
263
| – | – | ﹤0.01% | 1863 |
|
|
2023
Q3 | $2.1K | Hold |
263
| – | – | ﹤0.01% | 1927 |
|
|
2023
Q2 | $2.36K | Hold |
263
| – | – | ﹤0.01% | 1906 |
|
|
2023
Q1 | $2.7K | Buy |
+263
| New | +$2.7K | ﹤0.01% | 1855 |
|
|
2021
Q4 | – | Sell |
-655
| Closed | -$24K | – | 2870 |
|
|
2021
Q3 | $24K | Hold |
655
| – | – | ﹤0.01% | 1826 |
|
|
2021
Q2 | $27K | Hold |
655
| – | – | ﹤0.01% | 1766 |
|
|
2021
Q1 | $22K | Buy |
+655
| New | +$22K | ﹤0.01% | 2039 |
|