Geneos Wealth Management’s Affinity World Leaders Equity ETF WLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$6K Buy
2020
Q2
$5K Sell
2020
Q1
$34K Buy
2019
Q4
$6K Sell
2019
Q3
$6K Buy
2019
Q2
$2K Buy