Concert Wealth Management’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-13,369
| Closed | -$60K | – | 706 |
|
|
2015
Q3 | $60K | Buy |
+13,369
| New | +$60K | 0.01% | 680 |
|
|
2015
Q2 | – | Sell |
-11,065
| Closed | -$10K | – | 699 |
|
|
2015
Q1 | $10K | Sell |
11,065
-1,954
| -15% | -$1.77K | ﹤0.01% | 475 |
|
|
2014
Q4 | $111K | Sell |
13,019
-5,306
| -29% | -$45.2K | 0.02% | 605 |
|
|
2014
Q3 | $243K | Buy |
18,325
+3,887
| +27% | +$51.5K | 0.03% | 438 |
|
|
2014
Q2 | $236K | Hold |
14,438
| – | – | 0.03% | 476 |
|
|
2014
Q1 | $250K | Hold |
14,438
| – | – | 0.03% | 454 |
|
|
2013
Q4 | $228K | Buy |
14,438
+1,047
| +8% | +$16.5K | 0.03% | 459 |
|
|
2013
Q3 | $171K | Buy |
+13,391
| New | +$171K | 0.02% | 491 |
|