Geneos Wealth Management’s Unico American Corp UNAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-220
| Closed | -$1K | – | 3034 |
|
|
2020
Q3 | $1K | Hold |
220
| – | – | ﹤0.01% | 2600 |
|
|
2020
Q2 | $1K | Hold |
220
| – | – | ﹤0.01% | 2536 |
|
|
2020
Q1 | $1K | Hold |
220
| – | – | ﹤0.01% | 2444 |
|
|
2019
Q4 | $1K | Hold |
220
| – | – | ﹤0.01% | 2523 |
|
|
2019
Q3 | $1K | Hold |
220
| – | – | ﹤0.01% | 2463 |
|
|
2019
Q2 | $1K | Hold |
220
| – | – | ﹤0.01% | 2467 |
|
|
2019
Q1 | $1K | Hold |
220
| – | – | ﹤0.01% | 2379 |
|
|
2018
Q4 | $1K | Hold |
220
| – | – | ﹤0.01% | 2356 |
|
|
2018
Q3 | $1K | Hold |
220
| – | – | ﹤0.01% | 2392 |
|
|
2018
Q2 | $1K | Hold |
220
| – | – | ﹤0.01% | 2240 |
|
|
2018
Q1 | $1K | Hold |
220
| – | – | ﹤0.01% | 2149 |
|
|
2017
Q4 | $1K | Hold |
220
| – | – | ﹤0.01% | 2151 |
|
|
2017
Q3 | $2K | Hold |
220
| – | – | ﹤0.01% | 2014 |
|
|
2017
Q2 | $2K | Buy |
+220
| New | +$2K | ﹤0.01% | 1968 |
|