WAM
Wakefield Asset Management’s MarineMax HZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,284
| Closed | -$508K | – | 184 |
|
|
2022
Q4 | $508K | Buy |
16,284
+50
| +0.3% | +$1.56K | 0.21% | 129 |
|
|
2022
Q3 | $484K | Buy |
16,234
+38
| +0.2% | +$1.13K | 0.22% | 125 |
|
|
2022
Q2 | $585K | Buy |
16,196
+82
| +0.5% | +$2.96K | 0.25% | 118 |
|
|
2022
Q1 | $649K | Buy |
16,114
+174
| +1% | +$7.01K | 0.23% | 128 |
|
|
2021
Q4 | $941K | Buy |
+15,940
| New | +$941K | 0.32% | 93 |
|
|
2019
Q2 | – | Sell |
-27,120
| Closed | -$520K | – | 200 |
|
|
2019
Q1 | $520K | Buy |
27,120
+7,371
| +37% | +$141K | 0.19% | 126 |
|
|
2018
Q4 | $362K | Buy |
+19,749
| New | +$362K | 0.16% | 119 |
|