Geneos Wealth Management’s Unisys UIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-670
| Closed | -$8K | – | 2568 |
|
2022
Q2 | $8K | Hold |
670
| – | – | ﹤0.01% | 2052 |
|
2022
Q1 | $14K | Hold |
670
| – | – | ﹤0.01% | 1955 |
|
2021
Q4 | $13K | Hold |
670
| – | – | ﹤0.01% | 2085 |
|
2021
Q3 | $17K | Hold |
670
| – | – | ﹤0.01% | 2011 |
|
2021
Q2 | $16K | Hold |
670
| – | – | ﹤0.01% | 2031 |
|
2021
Q1 | $16K | Sell |
670
-4
| -0.6% | -$96 | ﹤0.01% | 2187 |
|
2020
Q4 | $17K | Buy |
674
+4
| +0.6% | +$101 | ﹤0.01% | 2010 |
|
2020
Q3 | $6K | Hold |
670
| – | – | ﹤0.01% | 2139 |
|
2020
Q2 | $6K | Hold |
670
| – | – | ﹤0.01% | 2106 |
|
2020
Q1 | $7K | Sell |
670
-100
| -13% | -$1.05K | ﹤0.01% | 1957 |
|
2019
Q4 | $8K | Hold |
770
| – | – | ﹤0.01% | 2070 |
|
2019
Q3 | $5K | Hold |
770
| – | – | ﹤0.01% | 2117 |
|
2019
Q2 | $7K | Hold |
770
| – | – | ﹤0.01% | 2040 |
|
2019
Q1 | $8K | Hold |
770
| – | – | ﹤0.01% | 1920 |
|
2018
Q4 | $8K | Hold |
770
| – | – | ﹤0.01% | 1856 |
|
2018
Q3 | $15K | Buy |
770
+66
| +9% | +$1.29K | ﹤0.01% | 1712 |
|
2018
Q2 | $9K | Hold |
704
| – | – | ﹤0.01% | 1771 |
|
2018
Q1 | $7K | Hold |
704
| – | – | ﹤0.01% | 1785 |
|
2017
Q4 | $5K | Hold |
704
| – | – | ﹤0.01% | 1836 |
|
2017
Q3 | $5K | Hold |
704
| – | – | ﹤0.01% | 1772 |
|
2017
Q2 | $9K | Hold |
704
| – | – | ﹤0.01% | 1583 |
|
2017
Q1 | $9K | Hold |
704
| – | – | ﹤0.01% | 1536 |
|
2016
Q4 | $10K | Hold |
704
| – | – | ﹤0.01% | 1440 |
|
2016
Q3 | $6K | Hold |
704
| – | – | ﹤0.01% | 1529 |
|
2016
Q2 | $5K | Hold |
704
| – | – | ﹤0.01% | 1536 |
|
2016
Q1 | $5K | Buy |
+704
| New | +$5K | ﹤0.01% | 1509 |
|