WESPAC Advisors SoCal’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25,000
| Closed | -$98K | – | 82 |
|
|
2021
Q4 | $98K | Buy |
+25,000
| New | +$98K | 0.03% | 79 |
|
|
2021
Q3 | – | Sell |
-150,000
| Closed | -$585K | – | 87 |
|
|
2021
Q2 | $585K | Sell |
150,000
-150,000
| -50% | -$585K | 0.19% | 66 |
|
|
2021
Q1 | $996K | Hold |
300,000
| – | – | 0.39% | 43 |
|
|
2020
Q4 | $1.13M | Buy |
300,000
+150,000
| +100% | +$567K | 0.45% | 36 |
|
|
2020
Q3 | $515K | Hold |
150,000
| – | – | 0.25% | 50 |
|
|
2020
Q2 | $314K | Buy |
150,000
+125,000
| +500% | +$262K | 0.15% | 62 |
|
|
2020
Q1 | $88K | Buy |
+25,000
| New | +$88K | 0.05% | 73 |
|