Valeo Financial Advisors’s Gentex GNTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,183
| Closed | -$78K | – | 957 |
|
|
2021
Q1 | $78K | Buy |
2,183
+15
| +0.7% | +$536 | ﹤0.01% | 672 |
|
|
2020
Q4 | $74K | Buy |
2,168
+1,158
| +115% | +$39.5K | ﹤0.01% | 633 |
|
|
2020
Q3 | $26K | Sell |
1,010
-47
| -4% | -$1.21K | ﹤0.01% | 819 |
|
|
2020
Q2 | $27K | Hold |
1,057
| – | – | ﹤0.01% | 903 |
|
|
2020
Q1 | $25K | Hold |
1,057
| – | – | ﹤0.01% | 801 |
|
|
2019
Q4 | $31K | Hold |
1,057
| – | – | ﹤0.01% | 791 |
|
|
2019
Q3 | $29K | Hold |
1,057
| – | – | ﹤0.01% | 744 |
|
|
2019
Q2 | $26K | Sell |
1,057
-1,000
| -49% | -$24.6K | ﹤0.01% | 772 |
|
|
2019
Q1 | $43K | Hold |
2,057
| – | – | 0.01% | 594 |
|
|
2018
Q4 | $42K | Sell |
2,057
-28
| -1% | -$572 | 0.01% | 531 |
|
|
2018
Q3 | $44K | Hold |
2,085
| – | – | 0.01% | 567 |
|
|
2018
Q2 | $48K | Hold |
2,085
| – | – | 0.01% | 543 |
|
|
2018
Q1 | $48K | Buy |
2,085
+2,000
| +2,353% | +$46K | 0.01% | 495 |
|
|
2017
Q4 | $2K | Hold |
85
| – | – | ﹤0.01% | 1179 |
|
|
2017
Q3 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 1012 |
|