JFS Wealth Advisors’s McGrath RentCorp MGRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28K | Buy |
11
+1
| +10% | +$116 | ﹤0.01% | 1513 |
|
|
2025
Q1 | $1.11K | Hold |
10
| – | – | ﹤0.01% | 1623 |
|
|
2024
Q4 | $1.12K | Sell |
10
-4
| -29% | -$448 | ﹤0.01% | 1655 |
|
|
2024
Q3 | $1.47K | Hold |
14
| – | – | ﹤0.01% | 1593 |
|
|
2024
Q2 | $1.49K | Hold |
14
| – | – | ﹤0.01% | 1543 |
|
|
2024
Q1 | $1.73K | Hold |
14
| – | – | ﹤0.01% | 1499 |
|
|
2023
Q4 | $1.68K | Buy |
14
+2
| +17% | +$239 | ﹤0.01% | 1505 |
|
|
2023
Q3 | $1.2K | Buy |
12
+2
| +20% | +$201 | ﹤0.01% | 1541 |
|
|
2023
Q2 | $925 | Hold |
10
| – | – | ﹤0.01% | 1632 |
|
|
2023
Q1 | $934 | Hold |
10
| – | – | ﹤0.01% | 1603 |
|
|
2022
Q4 | $987 | Buy |
10
+2
| +25% | +$197 | ﹤0.01% | 1608 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1591 |
|
|
2022
Q2 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 1583 |
|
|
2022
Q1 | $1K | Buy |
7
+5
| +250% | +$714 | ﹤0.01% | 1682 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1817 |
|