Diversified Trust’s MarineMax HZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,957
| Closed | -$241K | – | 868 |
|
|
2021
Q3 | $241K | Sell |
4,957
-1,593
| -24% | -$77.4K | 0.01% | 663 |
|
|
2021
Q2 | $319K | Hold |
6,550
| – | – | 0.01% | 530 |
|
|
2021
Q1 | $323K | Sell |
6,550
-1,353
| -17% | -$66.7K | 0.01% | 513 |
|
|
2020
Q4 | $277K | Sell |
7,903
-388
| -5% | -$13.6K | 0.01% | 535 |
|
|
2020
Q3 | $213K | Buy |
+8,291
| New | +$213K | 0.01% | 560 |
|