Geneos Wealth Management’s Energous WATT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 2806 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3001 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | -$1K | – | 2885 |
|
|
2021
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 2793 |
|
|
2021
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 2810 |
|
|
2021
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 3074 |
|
|
2020
Q4 | $2K | Hold |
1
| – | – | ﹤0.01% | 2736 |
|
|
2020
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 2585 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 2522 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$11K | – | 2618 |
|
|
2019
Q4 | $11K | Buy |
10
+8
| +400% | +$8.8K | ﹤0.01% | 1941 |
|
|
2019
Q3 | $4K | Hold |
2
| – | – | ﹤0.01% | 2186 |
|
|
2019
Q2 | $6K | Hold |
2
| – | – | ﹤0.01% | 2092 |
|
|
2019
Q1 | $9K | Hold |
2
| – | – | ﹤0.01% | 1881 |
|
|
2018
Q4 | $7K | Hold |
2
| – | – | ﹤0.01% | 1905 |
|
|
2018
Q3 | $13K | Hold |
2
| – | – | ﹤0.01% | 1761 |
|
|
2018
Q2 | $20K | Hold |
2
| – | – | ﹤0.01% | 1454 |
|
|
2018
Q1 | $21K | Buy |
2
+1
| +100% | +$10.5K | ﹤0.01% | 1383 |
|
|
2017
Q4 | $16K | Hold |
1
| – | – | ﹤0.01% | 1477 |
|
|
2017
Q3 | $10K | Hold |
1
| – | – | ﹤0.01% | 1590 |
|
|
2017
Q2 | $13K | Hold |
1
| – | – | ﹤0.01% | 1448 |
|
|
2017
Q1 | $13K | Hold |
1
| – | – | ﹤0.01% | 1405 |
|
|
2016
Q4 | $14K | Sell |
1
-1
| -50% | -$14K | ﹤0.01% | 1335 |
|
|
2016
Q3 | $22K | Hold |
2
| – | – | ﹤0.01% | 1108 |
|
|
2016
Q2 | $14K | Buy |
+2
| New | +$14K | ﹤0.01% | 1239 |
|