Shakespeare Wealth Management’s Gentex GNTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,451
| Closed | -$217K | – | 93 |
|
|
2024
Q2 | $217K | Buy |
6,451
+13
| +0.2% | +$438 | 0.06% | 83 |
|
|
2024
Q1 | $233K | Hold |
6,438
| – | – | 0.07% | 76 |
|
|
2023
Q4 | $210K | Hold |
6,438
| – | – | 0.07% | 82 |
|
|
2023
Q3 | $209K | Buy |
+6,438
| New | +$209K | 0.07% | 75 |
|
|
2022
Q1 | – | Sell |
-6,438
| Closed | -$224K | – | 79 |
|
|
2021
Q4 | $224K | Hold |
6,438
| – | – | 0.08% | 68 |
|
|
2021
Q3 | $215K | Hold |
6,438
| – | – | 0.08% | 70 |
|
|
2021
Q2 | $212K | Hold |
6,438
| – | – | 0.08% | 70 |
|
|
2021
Q1 | $230K | Hold |
6,438
| – | – | 0.09% | 66 |
|
|
2020
Q4 | $218K | Buy |
+6,438
| New | +$218K | 0.09% | 67 |
|