Dakota Wealth Management’s McGrath RentCorp MGRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
6,457
-3,418
| -35% | -$396K | 0.02% | 438 |
|
|
2025
Q1 | $1.1M | Buy |
9,875
+3,744
| +61% | +$417K | 0.03% | 358 |
|
|
2024
Q4 | $686K | Buy |
6,131
+33
| +0.5% | +$3.69K | 0.02% | 437 |
|
|
2024
Q3 | $642K | Buy |
6,098
+228
| +4% | +$24K | 0.01% | 462 |
|
|
2024
Q2 | $625K | Sell |
5,870
-77
| -1% | -$8.2K | 0.01% | 464 |
|
|
2024
Q1 | $734K | Buy |
5,947
+3,478
| +141% | +$429K | 0.02% | 431 |
|
|
2023
Q4 | $295K | Sell |
2,469
-242
| -9% | -$28.9K | 0.01% | 521 |
|
|
2023
Q3 | $272K | Buy |
+2,711
| New | +$272K | 0.01% | 512 |
|