Geneos Wealth Management’s Seritage Growth Properties SRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
| Closed | -$4K | – | 2520 |
|
|
2022
Q2 | $4K | Hold |
800
| – | – | ﹤0.01% | 2276 |
|
|
2022
Q1 | $10K | Hold |
800
| – | – | ﹤0.01% | 2104 |
|
|
2021
Q4 | $10K | Hold |
800
| – | – | ﹤0.01% | 2190 |
|
|
2021
Q3 | $12K | Hold |
800
| – | – | ﹤0.01% | 2157 |
|
|
2021
Q2 | $14K | Hold |
800
| – | – | ﹤0.01% | 2084 |
|
|
2021
Q1 | $13K | Hold |
800
| – | – | ﹤0.01% | 2269 |
|
|
2020
Q4 | $15K | Hold |
800
| – | – | ﹤0.01% | 2060 |
|
|
2020
Q3 | $10K | Hold |
800
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q2 | $8K | Buy |
800
+400
| +100% | +$4K | ﹤0.01% | 2002 |
|
|
2020
Q1 | $3K | Hold |
400
| – | – | ﹤0.01% | 2204 |
|
|
2019
Q4 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 1814 |
|