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PWMG
Prestige Wealth Management Group’s
NeoGenomics
NEO
Stock Holding History
Prestige Wealth Management Group’s Portfolio
NEO Stock Details
NEO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-40
Closed
–
–
1172
2022
Q3
$0
Hold
40
–
–
﹤0.01%
1033
2022
Q2
$0
Buy
+40
New
+$382
﹤0.01%
1034
2021
Q4
–
Sell
-300
Closed
-$14K
–
1037
2021
Q3
$14K
Buy
+300
New
+$13.9K
﹤0.01%
425
2021
Q2
–
Sell
-300
Closed
-$14K
–
1008
2021
Q1
$14K
Hold
300
–
–
﹤0.01%
408
2020
Q4
$16K
Hold
300
–
–
﹤0.01%
386
2020
Q3
$11K
Hold
300
–
–
﹤0.01%
431
2020
Q2
$9K
Hold
300
–
–
﹤0.01%
440
2020
Q1
$8K
Hold
300
–
–
﹤0.01%
419
2019
Q4
$9K
Hold
300
–
–
﹤0.01%
359
2019
Q3
$6K
Buy
300
+100
+50%
+$2.35K
﹤0.01%
396
2019
Q2
$4K
Sell
200
-3,692
-95%
-$81K
﹤0.01%
418
2019
Q1
$80K
Buy
+3,892
New
+$67.6K
0.05%
159
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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