Geneos Wealth Management’s MarineMax HZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-700
| Closed | -$41K | – | 2858 |
|
|
2021
Q4 | $41K | Hold |
700
| – | – | ﹤0.01% | 1558 |
|
|
2021
Q3 | $35K | Sell |
700
-200
| -22% | -$10K | ﹤0.01% | 1658 |
|
|
2021
Q2 | $43K | Sell |
900
-250
| -22% | -$11.9K | ﹤0.01% | 1553 |
|
|
2021
Q1 | $65K | Hold |
1,150
| – | – | ﹤0.01% | 1497 |
|
|
2020
Q4 | $56K | Buy |
1,150
+250
| +28% | +$12.2K | ﹤0.01% | 1400 |
|
|
2020
Q3 | $22K | Buy |
+900
| New | +$22K | ﹤0.01% | 1611 |
|