BSW Wealth Partners’s Genesis Healthcare, Inc. GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-62,000
| Closed | -$102K | – | 139 |
|
|
2019
Q4 | $102K | Sell |
62,000
-54,000
| -47% | -$88.8K | 0.03% | 125 |
|
|
2019
Q3 | $129K | Hold |
116,000
| – | – | 0.05% | 104 |
|
|
2019
Q2 | $144K | Hold |
116,000
| – | – | 0.05% | 102 |
|
|
2019
Q1 | $167K | Sell |
116,000
-3,000
| -3% | -$4.32K | 0.07% | 90 |
|
|
2018
Q4 | $140K | Buy |
119,000
+1,500
| +1% | +$1.77K | 0.05% | 90 |
|
|
2018
Q3 | $159K | Buy |
117,500
+1,500
| +1% | +$2.03K | 0.06% | 133 |
|
|
2018
Q2 | $266K | Buy |
116,000
+1,000
| +0.9% | +$2.29K | 0.12% | 71 |
|
|
2018
Q1 | $174K | Buy |
115,000
+49,000
| +74% | +$74.1K | 0.08% | 82 |
|
|
2017
Q4 | $50K | Hold |
66,000
| – | – | 0.02% | 91 |
|
|
2017
Q3 | $77K | Hold |
66,000
| – | – | 0.03% | 88 |
|
|
2017
Q2 | $115K | Buy |
+66,000
| New | +$115K | 0.05% | 84 |
|