Great Point Wealth Advisors’s Genpact G Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,091
| Closed | -$401K | – | 62 |
|
|
2023
Q3 | $401K | Buy |
11,091
+13
| +0.1% | +$471 | 0.12% | 52 |
|
|
2023
Q2 | $416K | Buy |
11,078
+81
| +0.7% | +$3.04K | 0.13% | 48 |
|
|
2023
Q1 | $508K | Hold |
10,997
| – | – | 0.16% | 46 |
|
|
2022
Q4 | $509K | Buy |
10,997
+56
| +0.5% | +$2.59K | 0.17% | 46 |
|
|
2022
Q3 | $479K | Hold |
10,941
| – | – | 0.18% | 47 |
|
|
2022
Q2 | $463K | Hold |
10,941
| – | – | 0.16% | 47 |
|
|
2022
Q1 | $476K | Hold |
10,941
| – | – | 0.15% | 37 |
|
|
2021
Q4 | $581K | Buy |
10,941
+3,705
| +51% | +$197K | 0.18% | 33 |
|
|
2021
Q3 | $344K | Buy |
7,236
+24
| +0.3% | +$1.14K | 0.12% | 42 |
|
|
2021
Q2 | $328K | Hold |
7,212
| – | – | 0.11% | 43 |
|
|
2021
Q1 | $309K | Hold |
7,212
| – | – | 0.12% | 41 |
|
|
2020
Q4 | $298K | Hold |
7,212
| – | – | 0.13% | 39 |
|
|
2020
Q3 | $263K | Hold |
7,212
| – | – | 0.14% | 43 |
|
|
2020
Q2 | $263K | Buy |
7,212
+213
| +3% | +$7.77K | 0.14% | 43 |
|
|
2020
Q1 | $204K | Sell |
6,999
-265
| -4% | -$7.72K | 0.17% | 40 |
|
|
2019
Q4 | $306K | Hold |
7,264
| – | – | 0.19% | 37 |
|
|
2019
Q3 | $281K | Hold |
7,264
| – | – | 0.19% | 35 |
|
|
2019
Q2 | $276K | Hold |
7,264
| – | – | 0.22% | 38 |
|
|
2019
Q1 | $255K | Buy |
+7,264
| New | +$255K | 0.22% | 37 |
|