Geneos Wealth Management Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Geneos Wealth Management Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	SELL	$42.44 - $44.52 $16,976 - $17,808	-400 Reduced 72.73%	150 $6,000
Q4 2022 Jan 30, 2023	SELL	$41.0 - $43.97 $8,897 - $9,541	-217 Reduced 28.29%	550 $23,000
Q3 2022 Nov 14, 2022	BUY	$41.91 - $46.15 $9,094 - $10,014	217 Added 39.45%	767 $32,000
Q2 2022 Jul 22, 2022	SELL	$43.6 - $47.89 $15,260 - $16,761	-350 Reduced 38.89%	550 $0
Q4 2020 May 19, 2021	SELL	$53.28 - $53.95 $19,020 - $19,260	-357 Reduced 28.4%	900 $46,000
Q3 2020 Sep 07, 2021	BUY	$53.76 - $54.71 $32,632 - $33,208	607 Added 93.38%	1,257 $67,000
Q2 2020 Sep 07, 2021	BUY	$51.53 - $53.82 $33,494 - $34,983	650 New	650 $34,000

171

20.9M

2.4K

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