Geneos Wealth Management’s Affinity World Leaders Equity ETF WLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-316
| Closed | -$6K | – | 3015 |
|
|
2020
Q3 | $6K | Buy |
316
+36
| +13% | +$684 | ﹤0.01% | 2144 |
|
|
2020
Q2 | $5K | Sell |
280
-1,785
| -86% | -$31.9K | ﹤0.01% | 2173 |
|
|
2020
Q1 | $34K | Buy |
2,065
+1,785
| +638% | +$29.4K | ﹤0.01% | 1291 |
|
|
2019
Q4 | $6K | Sell |
280
-31
| -10% | -$664 | ﹤0.01% | 2158 |
|
|
2019
Q3 | $6K | Buy |
311
+184
| +145% | +$3.55K | ﹤0.01% | 2078 |
|
|
2019
Q2 | $2K | Buy |
+127
| New | +$2K | ﹤0.01% | 2347 |
|