Valeo Financial Advisors’s The Greenbrier Companies GBX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,045
| Closed | -$49K | – | 940 |
|
2021
Q1 | $49K | Buy |
1,045
+4
| +0.4% | +$188 | ﹤0.01% | 840 |
|
2020
Q4 | $38K | Buy |
1,041
+504
| +94% | +$18.4K | ﹤0.01% | 850 |
|
2020
Q3 | $16K | Sell |
537
-495
| -48% | -$14.7K | ﹤0.01% | 932 |
|
2020
Q2 | $23K | Sell |
1,032
-242
| -19% | -$5.39K | ﹤0.01% | 951 |
|
2020
Q1 | $24K | Buy |
1,274
+255
| +25% | +$4.8K | ﹤0.01% | 813 |
|
2019
Q4 | $33K | Sell |
1,019
-95
| -9% | -$3.08K | ﹤0.01% | 773 |
|
2019
Q3 | $34K | Buy |
1,114
+5
| +0.5% | +$153 | ﹤0.01% | 701 |
|
2019
Q2 | $34K | Buy |
1,109
+103
| +10% | +$3.16K | ﹤0.01% | 700 |
|
2019
Q1 | $32K | Sell |
1,006
-497
| -33% | -$15.8K | ﹤0.01% | 653 |
|
2018
Q4 | $59K | Buy |
1,503
+3
| +0.2% | +$118 | 0.01% | 485 |
|
2018
Q3 | $71K | Hold |
1,500
| – | – | 0.01% | 473 |
|
2018
Q2 | $86K | Sell |
1,500
-48
| -3% | -$2.75K | 0.01% | 425 |
|
2018
Q1 | $78K | Sell |
1,548
-452
| -23% | -$22.8K | 0.01% | 403 |
|
2017
Q4 | $107K | Hold |
2,000
| – | – | 0.02% | 331 |
|
2017
Q3 | $96K | Buy |
+2,000
| New | +$96K | 0.02% | 295 |
|