AE Wealth Management’s MP Materials MP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-127,978
| Closed | -$2.02M | – | 1670 |
|
|
2023
Q4 | $2.02M | Sell |
127,978
-15,991
| -11% | -$253K | 0.01% | 902 |
|
|
2023
Q3 | $2.75M | Buy |
143,969
+9,480
| +7% | +$181K | 0.02% | 738 |
|
|
2023
Q2 | $3.08M | Sell |
134,489
-4,879
| -4% | -$112K | 0.02% | 699 |
|
|
2023
Q1 | $3.93M | Buy |
139,368
+5,073
| +4% | +$143K | 0.03% | 567 |
|
|
2022
Q4 | $3.26M | Buy |
134,295
+6,909
| +5% | +$168K | 0.02% | 594 |
|
|
2022
Q3 | $3.48M | Buy |
127,386
+5,429
| +4% | +$148K | 0.03% | 524 |
|
|
2022
Q2 | $3.91M | Buy |
121,957
+7,298
| +6% | +$234K | 0.03% | 462 |
|
|
2022
Q1 | $6.58M | Buy |
114,659
+53,309
| +87% | +$3.06M | 0.05% | 371 |
|
|
2021
Q4 | $2.79M | Buy |
61,350
+14,955
| +32% | +$679K | 0.02% | 594 |
|
|
2021
Q3 | $1.5M | Buy |
+46,395
| New | +$1.5M | 0.01% | 744 |
|
|
2021
Q2 | – | Sell |
-6,183
| Closed | -$222K | – | 1620 |
|
|
2021
Q1 | $222K | Buy |
+6,183
| New | +$222K | ﹤0.01% | 1367 |
|