Palisades Hudson Asset Management’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-12,778
| Closed | -$35K | – | 94 |
|
|
2016
Q1 | $35K | Hold |
12,778
| – | – | 0.03% | 97 |
|
|
2015
Q4 | $48K | Buy |
12,778
+1,788
| +16% | +$6.72K | 0.04% | 96 |
|
|
2015
Q3 | $51K | Sell |
10,990
-1,387
| -11% | -$6.44K | 0.05% | 86 |
|
|
2015
Q2 | $94K | Hold |
12,377
| – | – | 0.08% | 89 |
|
|
2015
Q1 | $90K | Buy |
12,377
+1,387
| +13% | +$10.1K | 0.07% | 93 |
|
|
2014
Q4 | $93K | Hold |
10,990
| – | – | 0.07% | 90 |
|
|
2014
Q3 | $144K | Hold |
10,990
| – | – | 0.12% | 81 |
|
|
2014
Q2 | $191K | Hold |
10,990
| – | – | 0.16% | 71 |
|
|
2014
Q1 | $195K | Hold |
10,990
| – | – | 0.17% | 71 |
|
|
2013
Q4 | $171K | Hold |
10,990
| – | – | 0.14% | 69 |
|
|
2013
Q3 | $141K | Hold |
10,990
| – | – | 0.13% | 63 |
|
|
2013
Q2 | $125K | Buy |
+10,990
| New | +$125K | 0.12% | 61 |
|