CAPTRUST Financial Advisors’s MarineMax HZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,911
| Closed | -$105K | – | 2978 |
|
|
2022
Q2 | $105K | Buy |
2,911
+255
| +10% | +$9.2K | ﹤0.01% | 2158 |
|
|
2022
Q1 | $107K | Buy |
2,656
+744
| +39% | +$30K | ﹤0.01% | 2213 |
|
|
2021
Q4 | $113K | Sell |
1,912
-802
| -30% | -$47.4K | ﹤0.01% | 2071 |
|
|
2021
Q3 | $132K | Buy |
2,714
+130
| +5% | +$6.32K | ﹤0.01% | 1854 |
|
|
2021
Q2 | $126K | Sell |
2,584
-62
| -2% | -$3.02K | ﹤0.01% | 1840 |
|
|
2021
Q1 | $131K | Buy |
2,646
+2,606
| +6,515% | +$129K | ﹤0.01% | 1771 |
|
|
2020
Q4 | $1K | Buy |
40
+35
| +700% | +$875 | ﹤0.01% | 3260 |
|
|
2020
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3131 |
|
|
2018
Q2 | – | Sell |
-459
| Closed | -$9K | – | 1555 |
|
|
2018
Q1 | $9K | Buy |
459
+167
| +57% | +$3.28K | ﹤0.01% | 1054 |
|
|
2017
Q4 | $6K | Buy |
+292
| New | +$6K | ﹤0.01% | 1099 |
|