CWM
C2C Wealth Management’s McGrath RentCorp MGRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,600
| Closed | -$565K | – | 181 |
|
|
2023
Q3 | $565K | Hold |
5,600
| – | – | 0.08% | 129 |
|
|
2023
Q2 | $529K | Hold |
5,600
| – | – | 0.07% | 146 |
|
|
2023
Q1 | $502K | Hold |
5,600
| – | – | 0.08% | 144 |
|
|
2022
Q4 | $559K | Hold |
5,600
| – | – | 0.1% | 94 |
|
|
2022
Q3 | $489K | Hold |
5,600
| – | – | 0.1% | 102 |
|
|
2022
Q2 | $437K | Hold |
5,600
| – | – | 0.08% | 114 |
|
|
2022
Q1 | $500K | Hold |
5,600
| – | – | 0.09% | 116 |
|
|
2021
Q4 | $449K | Buy |
+5,600
| New | +$449K | 0.06% | 133 |
|