Affinity Investment Advisors’s MarineMax HZO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-11,603
| Closed | -$381K | – | 189 |
|
2023
Q3 | $381K | Sell |
11,603
-3,240
| -22% | -$106K | 0.25% | 139 |
|
2023
Q2 | $507K | Sell |
14,843
-2,829
| -16% | -$96.6K | 0.29% | 133 |
|
2023
Q1 | $508K | Hold |
17,672
| – | – | 0.27% | 136 |
|
2022
Q4 | $552K | Buy |
17,672
+243
| +1% | +$7.59K | 0.25% | 136 |
|
2022
Q3 | $519K | Hold |
17,429
| – | – | 0.27% | 129 |
|
2022
Q2 | $630K | Hold |
17,429
| – | – | 0.31% | 113 |
|
2022
Q1 | $702K | Hold |
17,429
| – | – | 0.29% | 130 |
|
2021
Q4 | $1.03M | Buy |
17,429
+69
| +0.4% | +$4.07K | 0.41% | 82 |
|
2021
Q3 | $842K | Hold |
17,360
| – | – | 0.38% | 99 |
|
2021
Q2 | $846K | Buy |
17,360
+85
| +0.5% | +$4.14K | 0.38% | 95 |
|
2021
Q1 | $853K | Buy |
+17,275
| New | +$853K | 0.31% | 99 |
|