JFS Wealth Advisors’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$495 | – | 1974 |
|
|
2024
Q4 | $495 | Sell |
30
-1
| -3% | -$17 | ﹤0.01% | 1776 |
|
|
2024
Q3 | $458 | Buy |
31
+1
| +3% | +$15 | ﹤0.01% | 1806 |
|
|
2024
Q2 | $417 | Hold |
30
| – | – | ﹤0.01% | 1826 |
|
|
2024
Q1 | $472 | Sell |
30
-1
| -3% | -$16 | ﹤0.01% | 1793 |
|
|
2023
Q4 | $502 | Buy |
31
+29
| +1,450% | +$470 | ﹤0.01% | 1804 |
|
|
2023
Q3 | $25 | Sell |
2
-9
| -82% | -$113 | ﹤0.01% | 1952 |
|
|
2023
Q2 | $177 | Buy |
+11
| New | +$177 | ﹤0.01% | 1892 |
|