Envestnet Asset Management’s MarineMax HZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,687
| Closed | -$205K | – | 3962 |
|
|
2022
Q2 | $205K | Sell |
5,687
-129
| -2% | -$5.18K | ﹤0.01% | 3587 |
|
|
2022
Q1 | $234K | Buy |
5,816
+662
| +13% | +$31.1K | ﹤0.01% | 3597 |
|
|
2021
Q4 | $304K | Buy |
+5,154
| New | +$276K | ﹤0.01% | 3405 |
|
|
2018
Q3 | – | Sell |
-2,419
| Closed | -$46K | – | 1877 |
|
|
2018
Q2 | $46K | Sell |
2,419
-156
| -6% | -$3.37K | ﹤0.01% | 2232 |
|
|
2018
Q1 | $51K | Buy |
2,575
+170
| +7% | +$3.5K | ﹤0.01% | 2147 |
|
|
2017
Q4 | $45K | Buy |
2,405
+146
| +6% | +$2.81K | ﹤0.01% | 2351 |
|
|
2017
Q3 | $37K | Buy |
2,259
+139
| +7% | +$2.27K | ﹤0.01% | 2361 |
|
|
2017
Q2 | $41K | Sell |
2,120
-40
| -2% | -$783 | ﹤0.01% | 2425 |
|
|
2017
Q1 | $47K | Sell |
2,160
-7
| -0.3% | -$147 | ﹤0.01% | 2436 |
|
|
2016
Q4 | $42K | Buy |
2,167
+591
| +38% | +$11.4K | ﹤0.01% | 2500 |
|
|
2016
Q3 | $33K | Sell |
1,576
-213
| -12% | -$4.18K | ﹤0.01% | 2718 |
|
|
2016
Q2 | $30K | Sell |
1,789
-5,941
| -77% | -$104K | ﹤0.01% | 2884 |
|
|
2016
Q1 | $151K | Sell |
7,730
-1,644
| -18% | -$28.2K | ﹤0.01% | 2221 |
|
|
2015
Q4 | $173K | Buy |
9,374
+604
| +7% | +$10K | ﹤0.01% | 2103 |
|
|
2015
Q3 | $124K | Buy |
+8,770
| New | +$154K | ﹤0.01% | 2245 |
|
|
2015
Q2 | – | Sell |
-9,162
| Closed | -$243K | – | 2234 |
|
|
2015
Q1 | $243K | Sell |
9,162
-512
| -5% | -$12.5K | ﹤0.01% | 1872 |
|
|
2014
Q4 | $194K | Sell |
9,674
-68
| -0.7% | -$1.25K | ﹤0.01% | 1015 |
|
|
2014
Q3 | $164K | Buy |
9,742
+9,499
| +3,909% | +$165K | ﹤0.01% | 1153 |
|
|
2014
Q2 | $4K | Sell |
243
-184
| -43% | -$2.9K | ﹤0.01% | 2358 |
|
|
2014
Q1 | $6K | Hold |
427
| – | – | ﹤0.01% | 2048 |
|
|
2013
Q4 | $7K | Sell |
427
-44
| -9% | -$664 | ﹤0.01% | 1879 |
|
|
2013
Q3 | $6K | Sell |
471
-207
| -31% | -$2.47K | ﹤0.01% | 1864 |
|
|
2013
Q2 | $8K | Buy |
+678
| New | +$8.22K | ﹤0.01% | 1742 |
|
Other funds holding HZO
EAM
N