Steward Partners Investment Advisory’s MarineMax HZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$6.56K | – | 3517 |
|
|
2023
Q3 | $6.56K | Sell |
200
-500
| -71% | -$16.4K | ﹤0.01% | 2733 |
|
|
2023
Q2 | $23.9K | Sell |
700
-500
| -42% | -$17.1K | ﹤0.01% | 2200 |
|
|
2023
Q1 | $34.5K | Sell |
1,200
-50
| -4% | -$1.44K | ﹤0.01% | 2023 |
|
|
2022
Q4 | $39K | Sell |
1,250
-600
| -32% | -$18.7K | ﹤0.01% | 1943 |
|
|
2022
Q3 | $55K | Buy |
1,850
+350
| +23% | +$10.4K | ﹤0.01% | 1737 |
|
|
2022
Q2 | $54K | Buy |
1,500
+159
| +12% | +$5.72K | ﹤0.01% | 1769 |
|
|
2022
Q1 | $54K | Buy |
1,341
+641
| +92% | +$25.8K | ﹤0.01% | 1878 |
|
|
2021
Q4 | $41K | Sell |
700
-1,040
| -60% | -$60.9K | ﹤0.01% | 2003 |
|
|
2021
Q3 | $84K | Buy |
1,740
+100
| +6% | +$4.83K | ﹤0.01% | 1631 |
|
|
2021
Q2 | $80K | Hold |
1,640
| – | – | ﹤0.01% | 2550 |
|
|
2021
Q1 | $81K | Buy |
1,640
+996
| +155% | +$49.2K | ﹤0.01% | 1725 |
|
|
2020
Q4 | $23K | Buy |
+644
| New | +$23K | ﹤0.01% | 1999 |
|
|
2020
Q1 | – | Sell |
-745
| Closed | -$12K | – | 2594 |
|
|
2019
Q4 | $12K | Sell |
745
-375
| -33% | -$6.04K | ﹤0.01% | 1949 |
|
|
2019
Q3 | $17K | Hold |
1,120
| – | – | ﹤0.01% | 1780 |
|
|
2019
Q2 | $18K | Buy |
+1,120
| New | +$18K | ﹤0.01% | 1747 |
|