AE Wealth Management’s Gibraltar Industries ROCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,975
| Closed | -$318K | – | 1800 |
|
|
2023
Q4 | $318K | Buy |
3,975
+751
| +23% | +$60.2K | ﹤0.01% | 1667 |
|
|
2023
Q3 | $218K | Buy |
+3,224
| New | +$218K | ﹤0.01% | 1755 |
|
|
2023
Q1 | – | Sell |
-20,276
| Closed | -$930K | – | 1982 |
|
|
2022
Q4 | $930K | Sell |
20,276
-308
| -1% | -$14.1K | 0.01% | 1017 |
|
|
2022
Q3 | $843K | Buy |
20,584
+1,814
| +10% | +$74.3K | 0.01% | 1010 |
|
|
2022
Q2 | $727K | Buy |
+18,770
| New | +$727K | 0.01% | 1003 |
|
|
2020
Q1 | – | Sell |
-4,538
| Closed | -$229K | – | 1243 |
|
|
2019
Q4 | $229K | Sell |
4,538
-3,423
| -43% | -$173K | 0.01% | 1021 |
|
|
2019
Q3 | $366K | Sell |
7,961
-3,586
| -31% | -$165K | 0.01% | 712 |
|
|
2019
Q2 | $466K | Buy |
11,547
+5,428
| +89% | +$219K | 0.01% | 607 |
|
|
2019
Q1 | $248K | Buy |
+6,119
| New | +$248K | 0.02% | 529 |
|