Heritage Wealth Advisors’s Garmin GRMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-250
| Closed | -$20.1K | – | 568 |
|
2022
Q3 | $20.1K | Hold |
250
| – | – | ﹤0.01% | 383 |
|
2022
Q2 | $25K | Hold |
250
| – | – | ﹤0.01% | 401 |
|
2022
Q1 | $30K | Hold |
250
| – | – | ﹤0.01% | 361 |
|
2021
Q4 | $34K | Hold |
250
| – | – | ﹤0.01% | 358 |
|
2021
Q3 | $38.9K | Hold |
250
| – | – | ﹤0.01% | 340 |
|
2021
Q2 | $36.2K | Sell |
250
-200
| -44% | -$28.9K | ﹤0.01% | 352 |
|
2021
Q1 | $59.3K | Hold |
450
| – | – | ﹤0.01% | 316 |
|
2020
Q4 | $54K | Buy |
450
+75
| +20% | +$9K | ﹤0.01% | 315 |
|
2020
Q3 | $35.6K | Buy |
+375
| New | +$35.6K | ﹤0.01% | 300 |
|
2019
Q3 | – | Sell |
-62
| Closed | -$4.95K | – | 448 |
|
2019
Q2 | $4.95K | Hold |
62
| – | – | ﹤0.01% | 416 |
|
2019
Q1 | $5.35K | Buy |
+62
| New | +$5.35K | ﹤0.01% | 384 |
|