RMR Wealth Builders’s Genworth Financial GNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,761
| Closed | -$73.7K | – | 262 |
|
|
2024
Q3 | $73.7K | Sell |
10,761
-1,859
| -15% | -$12.7K | 0.01% | 258 |
|
|
2024
Q2 | $76.2K | Buy |
12,620
+2,120
| +20% | +$12.8K | 0.01% | 248 |
|
|
2024
Q1 | $67.5K | Hold |
10,500
| – | – | 0.01% | 258 |
|
|
2023
Q4 | $70.1K | Sell |
10,500
-9,460
| -47% | -$63.2K | 0.01% | 231 |
|
|
2023
Q3 | $117K | Buy |
19,960
+1,960
| +11% | +$11.5K | 0.02% | 224 |
|
|
2023
Q2 | $90K | Buy |
+18,000
| New | +$90K | 0.02% | 210 |
|
|
2020
Q4 | – | Sell |
-18,000
| Closed | -$60K | – | 534 |
|
|
2020
Q3 | $60K | Buy |
+18,000
| New | +$60K | 0.02% | 215 |
|