Valmark Advisers’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,202
| Closed | -$314K | – | 432 |
|
|
2021
Q4 | $314K | Buy |
9,202
+570
| +7% | +$19.5K | 0.01% | 340 |
|
|
2021
Q3 | $416K | Hold |
8,632
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $390K | Hold |
8,632
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $416K | Hold |
8,632
| – | – | 0.01% | 287 |
|
|
2020
Q4 | $465K | Buy |
8,632
+167
| +2% | +$9K | 0.01% | 259 |
|
|
2020
Q3 | $312K | Hold |
8,465
| – | – | 0.01% | 228 |
|
|
2020
Q2 | $262K | Hold |
8,465
| – | – | 0.01% | 228 |
|
|
2020
Q1 | $234K | Buy |
+8,465
| New | +$234K | 0.01% | 208 |
|