BerganKDV Wealth Management’s McGrath RentCorp MGRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,124
| Closed | -$572K | – | 1057 |
|
|
2021
Q4 | $572K | Buy |
7,124
+464
| +7% | +$37.3K | 0.06% | 184 |
|
|
2021
Q3 | $479K | Sell |
6,660
-86
| -1% | -$6.19K | 0.05% | 185 |
|
|
2021
Q2 | $550K | Buy |
6,746
+157
| +2% | +$12.8K | 0.07% | 166 |
|
|
2021
Q1 | $531K | Sell |
6,589
-569
| -8% | -$45.9K | 0.07% | 164 |
|
|
2020
Q4 | $480K | Sell |
7,158
-39
| -0.5% | -$2.62K | 0.07% | 164 |
|
|
2020
Q3 | $429K | Buy |
7,197
+272
| +4% | +$16.2K | 0.07% | 166 |
|
|
2020
Q2 | $374K | Buy |
+6,925
| New | +$374K | 0.06% | 174 |
|