TriaGen Wealth Management’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 |
-19,500
| Closed | -$640K | – | 167 |
|
|
2023
Q3 | $640K | Sell |
19,500
-200
| -1% | -$6.56K | 0.33% | 73 |
|
|
2023
Q2 | $673K | Hold |
19,700
| – | – | 0.31% | 78 |
|
|
2023
Q1 | $566K | Sell |
19,700
-900
| -4% | -$25.9K | 0.28% | 89 |
|
|
2022
Q4 | $643K | Sell |
20,600
-5,900
| -22% | -$184K | 0.36% | 75 |
|
|
2022
Q3 | $789K | Sell |
26,500
-300
| -1% | -$8.93K | 0.44% | 63 |
|
|
2022
Q2 | $968K | Hold |
26,800
| – | – | 0.69% | 41 |
|
|
2022
Q1 | $1.08M | Sell |
26,800
-670
| -2% | -$27K | 0.56% | 60 |
|
|
2021
Q4 | $1.62M | Hold |
27,470
| – | – | 0.8% | 49 |
|
|
2021
Q3 | $1.33M | Buy |
+27,470
| New | +$1.33M | 0.72% | 53 |
|