Geneos Wealth Management’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-170
| Closed | -$5K | – | 2602 |
|
|
2022
Q2 | $5K | Hold |
170
| – | – | ﹤0.01% | 2213 |
|
|
2022
Q1 | $6K | Hold |
170
| – | – | ﹤0.01% | 2299 |
|
|
2021
Q4 | $7K | Hold |
170
| – | – | ﹤0.01% | 2320 |
|
|
2021
Q3 | $8K | Hold |
170
| – | – | ﹤0.01% | 2320 |
|
|
2021
Q2 | $8K | Sell |
170
-5
| -3% | -$235 | ﹤0.01% | 2306 |
|
|
2021
Q1 | $9K | Buy |
175
+5
| +3% | +$257 | ﹤0.01% | 2438 |
|
|
2020
Q4 | $9K | Hold |
170
| – | – | ﹤0.01% | 2275 |
|
|
2020
Q3 | $6K | Hold |
170
| – | – | ﹤0.01% | 2142 |
|
|
2020
Q2 | $7K | Hold |
170
| – | – | ﹤0.01% | 2057 |
|
|
2020
Q1 | $6K | Buy |
170
+2
| +1% | +$71 | ﹤0.01% | 2002 |
|
|
2019
Q4 | $8K | Buy |
168
+111
| +195% | +$5.29K | ﹤0.01% | 2074 |
|
|
2019
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 2332 |
|
|
2019
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 2343 |
|
|
2019
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 2362 |
|
|
2018
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 2341 |
|
|
2018
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 2380 |
|
|
2018
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 2230 |
|
|
2018
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 2065 |
|
|
2017
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 2138 |
|
|
2017
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 2088 |
|
|
2017
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 2039 |
|
|
2017
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 2029 |
|
|
2016
Q4 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 2007 |
|
|
2016
Q3 | – | Sell |
-57
| Closed | -$1K | – | 2005 |
|
|
2016
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 1775 |
|
|
2016
Q1 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 1759 |
|