Wealthspire Advisors (Maryland)’s Genpact G Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,395
| Closed | -$228K | – | 460 |
|
|
2019
Q4 | $228K | Sell |
5,395
-286
| -5% | -$12.1K | 0.02% | 444 |
|
|
2019
Q3 | $220K | Hold |
5,681
| – | – | 0.02% | 413 |
|
|
2019
Q2 | $216K | Sell |
5,681
-157
| -3% | -$5.97K | 0.02% | 416 |
|
|
2019
Q1 | $205K | Sell |
5,838
-541
| -8% | -$19K | 0.02% | 427 |
|
|
2018
Q4 | $172K | Sell |
6,379
-23
| -0.4% | -$620 | 0.02% | 434 |
|
|
2018
Q3 | $196K | Buy |
6,402
+28
| +0.4% | +$857 | 0.02% | 461 |
|
|
2018
Q2 | $184K | Buy |
6,374
+1,120
| +21% | +$32.3K | 0.02% | 491 |
|
|
2018
Q1 | $168K | Sell |
5,254
-704
| -12% | -$22.5K | 0.02% | 528 |
|
|
2017
Q4 | $189K | Buy |
5,958
+1,071
| +22% | +$34K | 0.02% | 511 |
|
|
2017
Q3 | $141K | Sell |
4,887
-166
| -3% | -$4.79K | 0.02% | 588 |
|
|
2017
Q2 | $141K | Buy |
5,053
+94
| +2% | +$2.62K | 0.02% | 563 |
|
|
2017
Q1 | $123K | Buy |
4,959
+1,480
| +43% | +$36.7K | 0.02% | 524 |
|
|
2016
Q4 | $85K | Buy |
3,479
+3,029
| +673% | +$74K | 0.01% | 628 |
|
|
2016
Q3 | $11K | Hold |
450
| – | – | ﹤0.01% | 1231 |
|
|
2016
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 1160 |
|
|
2016
Q1 | $12K | Hold |
450
| – | – | ﹤0.01% | 1141 |
|
|
2015
Q4 | $11K | Buy |
+450
| New | +$11K | ﹤0.01% | 1167 |
|