WFG Advisors’s Genworth Financial GNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $15K | Hold |
3,900
| – | – | ﹤0.01% | 1022 |
|
|
2017
Q1 | $16K | Hold |
3,900
| – | – | ﹤0.01% | 941 |
|
|
2016
Q4 | $15K | Buy |
3,900
+1,000
| +34% | +$3.85K | ﹤0.01% | 1000 |
|
|
2016
Q3 | $14K | Buy |
+2,900
| New | +$14K | ﹤0.01% | 1033 |
|
|
2015
Q4 | – | Sell |
-3,344
| Closed | -$15K | – | 1600 |
|
|
2015
Q3 | $15K | Buy |
3,344
+1,144
| +52% | +$5.13K | ﹤0.01% | 977 |
|
|
2015
Q2 | $17K | Buy |
2,200
+1,785
| +430% | +$13.8K | ﹤0.01% | 1029 |
|
|
2015
Q1 | $3K | Sell |
415
-2,000
| -83% | -$14.5K | ﹤0.01% | 1462 |
|
|
2014
Q4 | $21K | Sell |
2,415
-2,298
| -49% | -$20K | ﹤0.01% | 1197 |
|
|
2014
Q3 | $62K | Buy |
4,713
+3,000
| +175% | +$39.5K | 0.01% | 845 |
|
|
2014
Q2 | $30K | Sell |
1,713
-1,743
| -50% | -$30.5K | 0.01% | 1109 |
|
|
2014
Q1 | $61K | Sell |
3,456
-120
| -3% | -$2.12K | 0.01% | 830 |
|
|
2013
Q4 | $56K | Buy |
3,576
+1,630
| +84% | +$25.5K | 0.01% | 952 |
|
|
2013
Q3 | $25K | Buy |
1,946
+476
| +32% | +$6.12K | ﹤0.01% | 1182 |
|
|
2013
Q2 | $17K | Buy |
+1,470
| New | +$17K | ﹤0.01% | 1266 |
|