Litman Gregory Wealth Management’s General Finance Corporation GFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-61,481
| Closed | -$747K | – | 198 |
|
|
2021
Q1 | $747K | Hold |
61,481
| – | – | 0.15% | 44 |
|
|
2020
Q4 | $523K | Buy |
61,481
+5,597
| +10% | +$47.6K | 0.1% | 46 |
|
|
2020
Q3 | $354K | Hold |
55,884
| – | – | 0.07% | 49 |
|
|
2020
Q2 | $375K | Hold |
55,884
| – | – | 0.08% | 50 |
|
|
2020
Q1 | $349K | Hold |
55,884
| – | – | 0.09% | 49 |
|
|
2019
Q4 | $619K | Buy |
55,884
+4,971
| +10% | +$55.1K | 0.14% | 36 |
|
|
2019
Q3 | $450K | Hold |
50,913
| – | – | 0.11% | 40 |
|
|
2019
Q2 | $426K | Hold |
50,913
| – | – | 0.11% | 40 |
|
|
2019
Q1 | $475K | Hold |
50,913
| – | – | 0.13% | 40 |
|
|
2018
Q4 | $515K | Buy |
50,913
+16,086
| +46% | +$163K | 0.16% | 38 |
|
|
2018
Q3 | $555K | Hold |
34,827
| – | – | 0.19% | 34 |
|
|
2018
Q2 | $472K | Hold |
34,827
| – | – | 0.19% | 30 |
|
|
2018
Q1 | $252K | Hold |
34,827
| – | – | 0.1% | 31 |
|
|
2017
Q4 | $237 | Buy |
34,827
+11,111
| +47% | +$76 | 0.07% | 29 |
|
|
2017
Q3 | $120K | Buy |
+23,716
| New | +$120K | 0.06% | 37 |
|