Institute for Wealth Management’s Gencor Industries GENC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,501
| Closed | -$126K | – | 453 |
|
|
2018
Q4 | $126K | Buy |
+11,501
| New | +$126K | 0.05% | 253 |
|
|
2018
Q1 | – | Sell |
-10,701
| Closed | – | – | 305 |
|
|
2017
Q4 | $0 | Buy |
+10,701
| New | – | ﹤0.01% | 407 |
|
|
2017
Q3 | – | Sell |
-10,701
| Closed | -$173K | – | 298 |
|
|
2017
Q2 | $173K | Buy |
+10,701
| New | +$173K | 0.05% | 386 |
|