EverSource Wealth Advisors’s Genworth Financial GNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.7K | Buy |
8,063
+4,708
| +140% | +$36.6K | ﹤0.01% | 1471 |
|
|
2025
Q1 | $23.8K | Buy |
3,355
+222
| +7% | +$1.57K | ﹤0.01% | 1602 |
|
|
2024
Q4 | $21.9K | Buy |
3,133
+244
| +8% | +$1.71K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $19.8K | Sell |
2,889
-1,939
| -40% | -$13.3K | ﹤0.01% | 1492 |
|
|
2024
Q2 | $32.7K | Buy |
4,828
+2,022
| +72% | +$13.7K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $16.6K | Sell |
2,806
-288
| -9% | -$1.71K | ﹤0.01% | 1456 |
|
|
2023
Q4 | $20.7K | Buy |
3,094
+200
| +7% | +$1.34K | ﹤0.01% | 1218 |
|
|
2023
Q3 | $17K | Sell |
2,894
-225
| -7% | -$1.32K | ﹤0.01% | 1187 |
|
|
2023
Q2 | $15.6K | Sell |
3,119
-72
| -2% | -$360 | ﹤0.01% | 1245 |
|
|
2023
Q1 | $16K | Sell |
3,191
-961
| -23% | -$4.82K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $22K | Hold |
4,152
| – | – | ﹤0.01% | 1039 |
|
|
2022
Q3 | $15K | Hold |
4,152
| – | – | ﹤0.01% | 998 |
|
|
2022
Q2 | $15K | Hold |
4,152
| – | – | ﹤0.01% | 911 |
|
|
2022
Q1 | $16K | Hold |
4,152
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $17K | Buy |
+4,152
| New | +$17K | ﹤0.01% | 746 |
|