Geneos Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-299
| Closed | -$5K | – | 2460 |
|
|
2018
Q4 | $5K | Hold |
299
| – | – | ﹤0.01% | 2003 |
|
|
2018
Q3 | $6K | Hold |
299
| – | – | ﹤0.01% | 2026 |
|
|
2018
Q2 | $6K | Sell |
299
-271
| -48% | -$5.44K | ﹤0.01% | 1886 |
|
|
2018
Q1 | $12K | Buy |
570
+19
| +3% | +$400 | ﹤0.01% | 1591 |
|
|
2017
Q4 | $12K | Hold |
551
| – | – | ﹤0.01% | 1573 |
|
|
2017
Q3 | $12K | Buy |
+551
| New | +$12K | ﹤0.01% | 1519 |
|