Janney Montgomery Scott’s MarineMax HZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,607
| Closed | -$578K | – | 2693 |
|
|
2023
Q3 | $578K | Buy |
17,607
+4,022
| +30% | +$140K | ﹤0.01% | 1670 |
|
|
2023
Q2 | $464K | Buy |
13,585
+103
| +0.8% | +$3.03K | ﹤0.01% | 1920 |
|
|
2023
Q1 | $388K | Buy |
13,482
+3,541
| +36% | +$111K | ﹤0.01% | 1889 |
|
|
2022
Q4 | $310K | Buy |
9,941
+1,622
| +19% | +$51K | ﹤0.01% | 2101 |
|
|
2022
Q3 | $248K | Sell |
8,319
-682
| -8% | -$25.5K | ﹤0.01% | 2143 |
|
|
2022
Q2 | $337K | Sell |
9,001
-1,990
| -18% | -$79.9K | ﹤0.01% | 1845 |
|
|
2022
Q1 | $442K | Buy |
10,991
+2,360
| +27% | +$111K | ﹤0.01% | 1697 |
|
|
2021
Q4 | $510K | Buy |
8,631
+459
| +6% | +$24.6K | ﹤0.01% | 1711 |
|
|
2021
Q3 | $397K | Sell |
8,172
-1,100
| -12% | -$54.9K | ﹤0.01% | 1802 |
|
|
2021
Q2 | $452K | Sell |
9,272
-81
| -0.9% | -$4.22K | ﹤0.01% | 1695 |
|
|
2021
Q1 | $462K | Sell |
9,353
-4,604
| -33% | -$217K | ﹤0.01% | 1595 |
|
|
2020
Q4 | $489K | Sell |
13,957
-1,492
| -10% | -$46.7K | ﹤0.01% | 1584 |
|
|
2020
Q3 | $397K | Sell |
15,449
-324
| -2% | -$8.91K | ﹤0.01% | 1546 |
|
|
2020
Q2 | $353K | Sell |
15,773
-29,785
| -65% | -$490K | ﹤0.01% | 1537 |
|
|
2020
Q1 | $475K | Buy |
+45,558
| New | +$742K | ﹤0.01% | 1245 |
|
|
2019
Q3 | – | Sell |
-34,626
| Closed | -$569K | – | 2092 |
|
|
2019
Q2 | $569K | Sell |
34,626
-55
| -0.2% | -$950 | ﹤0.01% | 1360 |
|
|
2019
Q1 | $664K | Buy |
34,681
+8,122
| +31% | +$155K | 0.01% | 1228 |
|
|
2018
Q4 | $486K | Buy |
+26,559
| New | +$554K | ﹤0.01% | 1306 |
|
|
2018
Q3 | – | Sell |
-33,984
| Closed | -$644K | – | 2094 |
|
|
2018
Q2 | $644K | Buy |
33,984
+3,722
| +12% | +$80.5K | 0.01% | 1249 |
|
|
2018
Q1 | $589K | Buy |
30,262
+4,428
| +17% | +$91.3K | 0.01% | 1236 |
|
|
2017
Q4 | $488K | Buy |
+25,834
| New | +$497K | 0.01% | 1313 |
|
Other funds holding HZO
BBCM
