Geneos Wealth Management’s TrueCar TRUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,085
| Closed | -$4K | – | 3108 |
|
|
2021
Q1 | $4K | Buy |
1,085
+20
| +2% | +$74 | ﹤0.01% | 2748 |
|
|
2020
Q4 | $5K | Buy |
+1,065
| New | +$5K | ﹤0.01% | 2505 |
|
|
2020
Q1 | – | Sell |
-253
| Closed | -$1K | – | 2606 |
|
|
2019
Q4 | $1K | Buy |
+253
| New | +$1K | ﹤0.01% | 2505 |
|
|
2019
Q3 | – | Sell |
-253
| Closed | -$1K | – | 2548 |
|
|
2019
Q2 | $1K | Hold |
253
| – | – | ﹤0.01% | 2445 |
|
|
2019
Q1 | $1K | Hold |
253
| – | – | ﹤0.01% | 2357 |
|
|
2018
Q4 | $2K | Hold |
253
| – | – | ﹤0.01% | 2238 |
|
|
2018
Q3 | $3K | Hold |
253
| – | – | ﹤0.01% | 2208 |
|
|
2018
Q2 | $2K | Hold |
253
| – | – | ﹤0.01% | 2136 |
|
|
2018
Q1 | $2K | Hold |
253
| – | – | ﹤0.01% | 2063 |
|
|
2017
Q4 | $2K | Hold |
253
| – | – | ﹤0.01% | 2055 |
|
|
2017
Q3 | $3K | Hold |
253
| – | – | ﹤0.01% | 1915 |
|
|
2017
Q2 | $5K | Hold |
253
| – | – | ﹤0.01% | 1733 |
|
|
2017
Q1 | $3K | Hold |
253
| – | – | ﹤0.01% | 1830 |
|
|
2016
Q4 | $3K | Hold |
253
| – | – | ﹤0.01% | 1793 |
|
|
2016
Q3 | $2K | Buy |
+253
| New | +$2K | ﹤0.01% | 1816 |
|