Sheets Smith Wealth Management’s The Greenbrier Companies GBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,886
| Closed | -$435K | – | 392 |
|
|
2023
Q3 | $435K | Buy |
10,886
+313
| +3% | +$12.5K | 0.07% | 216 |
|
|
2023
Q2 | $401K | Sell |
10,573
-650
| -6% | -$24.6K | 0.06% | 234 |
|
|
2023
Q1 | $361K | Buy |
11,223
+7
| +0.1% | +$225 | 0.06% | 242 |
|
|
2022
Q4 | $376K | Buy |
11,216
+6
| +0.1% | +$201 | 0.06% | 228 |
|
|
2022
Q3 | $272K | Buy |
11,210
+6
| +0.1% | +$146 | 0.05% | 254 |
|
|
2022
Q2 | $403K | Buy |
11,204
+5
| +0% | +$180 | 0.07% | 212 |
|
|
2022
Q1 | $577K | Buy |
11,199
+5
| +0% | +$258 | 0.08% | 197 |
|
|
2021
Q4 | $514K | Buy |
11,194
+6,052
| +118% | +$278K | 0.06% | 230 |
|
|
2021
Q3 | $221K | Hold |
5,142
| – | – | 0.03% | 341 |
|
|
2021
Q2 | $224K | Hold |
5,142
| – | – | 0.03% | 338 |
|
|
2021
Q1 | $243K | Buy |
+5,142
| New | +$243K | 0.04% | 299 |
|
|
2019
Q1 | – | Sell |
-5,983
| Closed | -$237K | – | 319 |
|
|
2018
Q4 | $237K | Sell |
5,983
-164
| -3% | -$6.5K | 0.06% | 252 |
|
|
2018
Q3 | $369K | Buy |
6,147
+69
| +1% | +$4.14K | 0.08% | 265 |
|
|
2018
Q2 | $321K | Buy |
6,078
+694
| +13% | +$36.7K | 0.08% | 256 |
|
|
2018
Q1 | $271K | Buy |
5,384
+60
| +1% | +$3.02K | 0.07% | 270 |
|
|
2017
Q4 | $284K | Hold |
5,324
| – | – | 0.07% | 273 |
|
|
2017
Q3 | $256K | Hold |
5,324
| – | – | 0.06% | 277 |
|
|
2017
Q2 | $246K | Hold |
5,324
| – | – | 0.07% | 268 |
|
|
2017
Q1 | $229K | Hold |
5,324
| – | – | 0.06% | 267 |
|
|
2016
Q4 | $221K | Buy |
+5,324
| New | +$221K | 0.06% | 259 |
|
|
2015
Q3 | – | Sell |
-5,014
| Closed | -$235K | – | 221 |
|
|
2015
Q2 | $235K | Buy |
5,014
+140
| +3% | +$6.56K | 0.06% | 214 |
|
|
2015
Q1 | $283K | Sell |
4,874
-1,950
| -29% | -$113K | 0.08% | 193 |
|
|
2014
Q4 | $367K | Buy |
6,824
+1,950
| +40% | +$105K | 0.1% | 184 |
|
|
2014
Q3 | $358K | Buy |
4,874
+115
| +2% | +$8.45K | 0.1% | 182 |
|
|
2014
Q2 | $274K | Sell |
4,759
-375
| -7% | -$21.6K | 0.07% | 208 |
|
|
2014
Q1 | $234K | Buy |
+5,134
| New | +$234K | 0.07% | 216 |
|