JGP Wealth Management’s The Greenbrier Companies GBX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-7,391
| Closed | -$247K | – | 146 |
|
2022
Q2 | $247K | Sell |
7,391
-59
| -0.8% | -$1.97K | 0.05% | 134 |
|
2022
Q1 | $328K | Hold |
7,450
| – | – | 0.06% | 128 |
|
2021
Q4 | $354K | Hold |
7,450
| – | – | 0.07% | 124 |
|
2021
Q3 | $320K | Hold |
7,450
| – | – | 0.07% | 123 |
|
2021
Q2 | $325K | Hold |
7,450
| – | – | 0.07% | 125 |
|
2021
Q1 | $352K | Hold |
7,450
| – | – | 0.08% | 115 |
|
2020
Q4 | $291K | Hold |
7,450
| – | – | 0.07% | 124 |
|
2020
Q3 | $249K | Sell |
7,450
-29,331
| -80% | -$980K | 0.07% | 119 |
|
2020
Q2 | $832K | Hold |
36,781
| – | – | 0.24% | 67 |
|
2020
Q1 | $686K | Hold |
36,781
| – | – | 0.24% | 77 |
|
2019
Q4 | $1.15M | Hold |
36,781
| – | – | 0.34% | 69 |
|
2019
Q3 | $1.04M | Hold |
36,781
| – | – | 0.36% | 69 |
|
2019
Q2 | $1.12M | Sell |
36,781
-160
| -0.4% | -$4.86K | 0.4% | 69 |
|
2019
Q1 | $1.19M | Sell |
36,941
-189
| -0.5% | -$6.09K | 0.45% | 65 |
|
2018
Q4 | $1.47M | Hold |
37,130
| – | – | 0.61% | 57 |
|
2018
Q3 | $2.23M | Hold |
37,130
| – | – | 0.89% | 51 |
|
2018
Q2 | $1.96M | Buy |
+37,130
| New | +$1.96M | 0.82% | 54 |
|