Geneos Wealth Management’s Wrap Technologies WRAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-600
| Closed | -$900 | – | 2186 |
|
|
2023
Q3 | $900 | Hold |
600
| – | – | ﹤0.01% | 2040 |
|
|
2023
Q2 | $876 | Hold |
600
| – | – | ﹤0.01% | 2032 |
|
|
2023
Q1 | $1.03K | Hold |
600
| – | – | ﹤0.01% | 1989 |
|
|
2022
Q4 | $1.01K | Hold |
600
| – | – | ﹤0.01% | 1962 |
|
|
2022
Q3 | $1K | Buy |
+600
| New | +$1K | ﹤0.01% | 1977 |
|