JFS Wealth Advisors’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09K | Sell |
269
-53
| -16% | -$412 | ﹤0.01% | 1380 |
|
|
2025
Q1 | $2.28K | Buy |
322
+53
| +20% | +$376 | ﹤0.01% | 1421 |
|
|
2024
Q4 | $1.88K | Hold |
269
| – | – | ﹤0.01% | 1500 |
|
|
2024
Q3 | $1.84K | Buy |
269
+9
| +3% | +$62 | ﹤0.01% | 1523 |
|
|
2024
Q2 | $1.57K | Hold |
260
| – | – | ﹤0.01% | 1526 |
|
|
2024
Q1 | $1.67K | Hold |
260
| – | – | ﹤0.01% | 1507 |
|
|
2023
Q4 | $1.74K | Buy |
260
+7
| +3% | +$47 | ﹤0.01% | 1491 |
|
|
2023
Q3 | $1.48K | Buy |
253
+65
| +35% | +$381 | ﹤0.01% | 1476 |
|
|
2023
Q2 | $940 | Buy |
188
+14
| +8% | +$70 | ﹤0.01% | 1626 |
|
|
2023
Q1 | $874 | Buy |
174
+31
| +22% | +$156 | ﹤0.01% | 1615 |
|
|
2022
Q4 | $756 | Buy |
143
+38
| +36% | +$201 | ﹤0.01% | 1663 |
|
|
2022
Q3 | $0 | Buy |
105
+51
| +94% | – | ﹤0.01% | 1799 |
|
|
2022
Q2 | $0 | Sell |
54
-10
| -16% | – | ﹤0.01% | 1812 |
|
|
2022
Q1 | $0 | Buy |
64
+37
| +137% | – | ﹤0.01% | 1873 |
|
|
2021
Q4 | $0 | Buy |
+27
| New | – | ﹤0.01% | 1773 |
|
|
2014
Q1 | – | Sell |
-12,784
| Closed | -$199K | – | 121 |
|
|
2013
Q4 | $199K | Sell |
12,784
-2,137
| -14% | -$33.3K | 0.09% | 125 |
|
|
2013
Q3 | $191K | Buy |
14,921
+2,328
| +18% | +$29.8K | 0.09% | 118 |
|
|
2013
Q2 | $144K | Buy |
+12,593
| New | +$144K | 0.07% | 108 |
|