Geneos Wealth Management’s Tvardi Therapeutics, Inc. Common Stock TVRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$15K | – | 2639 |
|
|
2022
Q2 | $15K | Hold |
50
| – | – | ﹤0.01% | 1824 |
|
|
2022
Q1 | $21K | Sell |
50
-7
| -12% | -$2.94K | ﹤0.01% | 1793 |
|
|
2021
Q4 | $25K | Sell |
57
-29
| -34% | -$12.7K | ﹤0.01% | 1782 |
|
|
2021
Q3 | $47K | Sell |
86
-11
| -11% | -$6.01K | ﹤0.01% | 1529 |
|
|
2021
Q2 | $50K | Sell |
97
-29
| -23% | -$14.9K | ﹤0.01% | 1482 |
|
|
2021
Q1 | $58K | Sell |
126
-16
| -11% | -$7.37K | ﹤0.01% | 1551 |
|
|
2020
Q4 | $81K | Buy |
142
+30
| +27% | +$17.1K | ﹤0.01% | 1231 |
|
|
2020
Q3 | $52K | Hold |
112
| – | – | ﹤0.01% | 1241 |
|
|
2020
Q2 | $68K | Sell |
112
-7
| -6% | -$4.25K | ﹤0.01% | 1088 |
|
|
2020
Q1 | $53K | Hold |
119
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q4 | $70K | Buy |
119
+2
| +2% | +$1.18K | ﹤0.01% | 1097 |
|
|
2019
Q3 | $78K | Sell |
117
-8
| -6% | -$5.33K | ﹤0.01% | 992 |
|
|
2019
Q2 | $96K | Hold |
125
| – | – | 0.01% | 927 |
|
|
2019
Q1 | $88K | Hold |
125
| – | – | 0.01% | 910 |
|
|
2018
Q4 | $57K | Sell |
125
-37
| -23% | -$16.9K | ﹤0.01% | 1037 |
|
|
2018
Q3 | $140K | Buy |
162
+25
| +18% | +$21.6K | 0.01% | 777 |
|
|
2018
Q2 | $94K | Hold |
137
| – | – | 0.01% | 813 |
|
|
2018
Q1 | $60K | Sell |
137
-79
| -37% | -$34.6K | 0.01% | 934 |
|
|
2017
Q4 | $95K | Buy |
216
+51
| +31% | +$22.4K | 0.01% | 765 |
|
|
2017
Q3 | $81K | Hold |
165
| – | – | 0.01% | 773 |
|
|
2017
Q2 | $91K | Buy |
165
+35
| +27% | +$19.3K | 0.01% | 717 |
|
|
2017
Q1 | $86K | Buy |
130
+55
| +73% | +$36.4K | 0.01% | 706 |
|
|
2016
Q4 | $24K | Buy |
75
+44
| +142% | +$14.1K | ﹤0.01% | 1117 |
|
|
2016
Q3 | $9K | Buy |
+31
| New | +$9K | ﹤0.01% | 1418 |
|