Alera Investment Advisors’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $74.3K | Sell |
17,766
-7,568
| -30% | -$31.6K | 0.01% | 291 |
|
|
2024
Q2 | $107K | Buy |
25,334
+13,905
| +122% | +$58.8K | 0.01% | 272 |
|
|
2024
Q1 | $45.5K | Buy |
11,429
+402
| +4% | +$1.6K | 0.01% | 169 |
|
|
2023
Q4 | $37.9K | Buy |
11,027
+380
| +4% | +$1.31K | 0.01% | 167 |
|
|
2023
Q3 | $36.5K | Sell |
10,647
-161
| -1% | -$552 | 0.01% | 160 |
|
|
2023
Q2 | $33.2K | Hold |
10,808
| – | – | 0.01% | 172 |
|
|
2023
Q1 | $30.5K | Hold |
10,808
| – | – | 0.01% | 170 |
|
|
2022
Q4 | $30.7K | Sell |
10,808
-373
| -3% | -$1.06K | 0.01% | 176 |
|
|
2022
Q3 | $25K | Buy |
11,181
+57
| +0.5% | +$127 | 0.01% | 171 |
|
|
2022
Q2 | $25K | Buy |
11,124
+35
| +0.3% | +$79 | 0.01% | 183 |
|
|
2022
Q1 | $28K | Buy |
+11,089
| New | +$28K | 0.01% | 184 |
|
|
2019
Q2 | – | Sell |
-1,654
| Closed | -$5K | – | 627 |
|
|
2019
Q1 | $5K | Sell |
1,654
-1,321
| -44% | -$3.99K | ﹤0.01% | 634 |
|
|
2018
Q4 | $9K | Buy |
+2,975
| New | +$9K | 0.01% | 461 |
|