AWCI
Alpine Woods Capital Investors’s MidWestOne Financial Group MOFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,000
| Closed | -$223K | – | 278 |
|
|
2018
Q4 | $223K | Sell |
9,000
-500
| -5% | -$12.4K | 0.05% | 237 |
|
|
2018
Q3 | $316K | Hold |
9,500
| – | – | 0.07% | 190 |
|
|
2018
Q2 | $321K | Buy |
9,500
+1,500
| +19% | +$50.7K | 0.07% | 176 |
|
|
2018
Q1 | $266K | Buy |
+8,000
| New | +$266K | 0.01% | 356 |
|
|
2017
Q4 | – | Sell |
-6,000
| Closed | -$203K | – | 460 |
|
|
2017
Q3 | $203K | Hold |
6,000
| – | – | 0.01% | 421 |
|
|
2017
Q2 | $203K | Buy |
+6,000
| New | +$203K | 0.01% | 417 |
|
|
2017
Q1 | – | Sell |
-5,500
| Closed | -$207K | – | 471 |
|
|
2016
Q4 | $207K | Buy |
+5,500
| New | +$207K | 0.01% | 409 |
|