PWA
Phoenix Wealth Advisors’s Gentex GNTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
10,241
-47
| -0.5% | -$1.03K | 0.09% | 119 |
|
|
2025
Q1 | $240K | Buy |
10,288
+304
| +3% | +$7.08K | 0.1% | 113 |
|
|
2024
Q4 | $287K | Sell |
9,984
-76
| -0.8% | -$2.18K | 0.12% | 96 |
|
|
2024
Q3 | $299K | Sell |
10,060
-136
| -1% | -$4.04K | 0.14% | 97 |
|
|
2024
Q2 | $344K | Buy |
10,196
+306
| +3% | +$10.3K | 0.17% | 93 |
|
|
2024
Q1 | $357K | Sell |
9,890
-212
| -2% | -$7.66K | 0.22% | 85 |
|
|
2023
Q4 | $326K | Buy |
10,102
+4
| +0% | +$129 | 0.23% | 87 |
|
|
2023
Q3 | $329K | Buy |
10,098
+123
| +1% | +$4K | 0.19% | 77 |
|
|
2023
Q2 | $292K | Sell |
9,975
-467
| -4% | -$13.7K | 0.17% | 88 |
|
|
2023
Q1 | $293K | Buy |
10,442
+244
| +2% | +$6.84K | 0.18% | 78 |
|
|
2022
Q4 | $278K | Buy |
10,198
+370
| +4% | +$10.1K | 0.17% | 85 |
|
|
2022
Q3 | $234K | Sell |
9,828
-49
| -0.5% | -$1.17K | 0.23% | 97 |
|
|
2022
Q2 | $276K | Buy |
+9,877
| New | +$276K | 0.27% | 87 |
|
|
2022
Q1 | – | Sell |
-8,383
| Closed | -$292K | – | 107 |
|
|
2021
Q4 | $292K | Sell |
8,383
-1,962
| -19% | -$68.3K | 0.22% | 92 |
|
|
2021
Q3 | $341K | Buy |
10,345
+103
| +1% | +$3.4K | 0.25% | 81 |
|
|
2021
Q2 | $338K | Buy |
10,242
+941
| +10% | +$31.1K | 0.24% | 86 |
|
|
2021
Q1 | $335K | Buy |
9,301
+2,169
| +30% | +$78.1K | 0.26% | 78 |
|
|
2020
Q4 | $242K | Buy |
+7,132
| New | +$242K | 0.18% | 94 |
|