Wealthspire Advisors (Maryland)’s Gentex GNTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,506
| Closed | -$52K | – | 1089 |
|
|
2019
Q1 | $52K | Sell |
2,506
-84
| -3% | -$1.74K | ﹤0.01% | 883 |
|
|
2018
Q4 | $52K | Buy |
2,590
+63
| +2% | +$1.27K | ﹤0.01% | 841 |
|
|
2018
Q3 | $54K | Sell |
2,527
-4
| -0.2% | -$85 | ﹤0.01% | 932 |
|
|
2018
Q2 | $58K | Sell |
2,531
-72
| -3% | -$1.65K | 0.01% | 915 |
|
|
2018
Q1 | $60K | Buy |
2,603
+66
| +3% | +$1.52K | 0.01% | 907 |
|
|
2017
Q4 | $53K | Buy |
2,537
+37
| +1% | +$773 | 0.01% | 978 |
|
|
2017
Q3 | $50K | Hold |
2,500
| – | – | 0.01% | 984 |
|
|
2017
Q2 | $47K | Sell |
2,500
-23
| -0.9% | -$432 | 0.01% | 969 |
|
|
2017
Q1 | $54K | Buy |
2,523
+53
| +2% | +$1.13K | 0.01% | 779 |
|
|
2016
Q4 | $49K | Buy |
2,470
+425
| +21% | +$8.43K | 0.01% | 771 |
|
|
2016
Q3 | $36K | Hold |
2,045
| – | – | 0.01% | 873 |
|
|
2016
Q2 | $32K | Buy |
2,045
+23
| +1% | +$360 | 0.01% | 842 |
|
|
2016
Q1 | $32K | Sell |
2,022
-976
| -33% | -$15.4K | 0.01% | 812 |
|
|
2015
Q4 | $48K | Buy |
+2,998
| New | +$48K | 0.01% | 724 |
|