Creative Planning’s MarineMax HZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,551
| Closed | -$212K | – | 3223 |
|
|
2024
Q2 | $212K | Buy |
+6,551
| New | +$212K | ﹤0.01% | 2625 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$173 | – | 2608 |
|
|
2023
Q1 | $173 | Buy |
+6
| New | +$173 | ﹤0.01% | 2526 |
|
|
2021
Q2 | – | Sell |
-5,372
| Closed | -$265K | – | 2148 |
|
|
2021
Q1 | $265K | Buy |
+5,372
| New | +$265K | ﹤0.01% | 1837 |
|
|
2016
Q4 | – | Sell |
-379
| Closed | -$8K | – | 4500 |
|
|
2016
Q3 | $8K | Buy |
379
+15
| +4% | +$317 | ﹤0.01% | 3574 |
|
|
2016
Q2 | $6K | Sell |
364
-344
| -49% | -$5.67K | ﹤0.01% | 3475 |
|
|
2016
Q1 | $14K | Hold |
708
| – | – | ﹤0.01% | 2979 |
|
|
2015
Q4 | $13K | Buy |
708
+238
| +51% | +$4.37K | ﹤0.01% | 3075 |
|
|
2015
Q3 | $7K | Buy |
+470
| New | +$7K | ﹤0.01% | 3394 |
|
|
2015
Q2 | – | Sell |
-344
| Closed | -$9K | – | 1863 |
|
|
2015
Q1 | $9K | Hold |
344
| – | – | ﹤0.01% | 3198 |
|
|
2014
Q4 | $7K | Hold |
344
| – | – | ﹤0.01% | 3249 |
|
|
2014
Q3 | $6K | Hold |
344
| – | – | ﹤0.01% | 3145 |
|
|
2014
Q2 | $6K | Hold |
344
| – | – | ﹤0.01% | 3044 |
|
|
2014
Q1 | $5K | Buy |
+344
| New | +$5K | ﹤0.01% | 3012 |
|