SWM
Sugarloaf Wealth Management’s Genworth Financial GNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,400
| Closed | -$23K | – | 832 |
|
|
2022
Q2 | $23K | Hold |
6,400
| – | – | 0.01% | 389 |
|
|
2022
Q1 | $24K | Hold |
6,400
| – | – | 0.01% | 378 |
|
|
2021
Q4 | $26K | Hold |
6,400
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $24K | Sell |
6,400
-2,600
| -29% | -$9.75K | 0.01% | 384 |
|
|
2021
Q2 | $35K | Hold |
9,000
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $30 | Sell |
9,000
-350
| -4% | -$1 | 0.01% | 343 |
|
|
2020
Q4 | $35K | Sell |
9,350
-1,150
| -11% | -$4.31K | 0.01% | 293 |
|
|
2020
Q3 | $34K | Hold |
10,500
| – | – | 0.01% | 283 |
|
|
2020
Q2 | $24K | Hold |
10,500
| – | – | 0.01% | 325 |
|
|
2020
Q1 | $35K | Hold |
10,500
| – | – | 0.02% | 258 |
|
|
2019
Q4 | $46K | Buy |
+10,500
| New | +$46K | 0.02% | 259 |
|