Accel Wealth Management’s MANNING & NAPIER, INC. MN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,945
| Closed | -$49K | – | 980 |
|
|
2021
Q4 | $49K | Hold |
5,945
| – | – | 0.02% | 389 |
|
|
2021
Q3 | $54K | Sell |
5,945
-1,800
| -23% | -$16.4K | 0.03% | 315 |
|
|
2021
Q2 | $61K | Sell |
7,745
-700
| -8% | -$5.51K | 0.04% | 308 |
|
|
2021
Q1 | $55K | Sell |
8,445
-300
| -3% | -$1.95K | 0.04% | 299 |
|
|
2020
Q4 | $55K | Buy |
+8,745
| New | +$55K | 0.05% | 278 |
|