Aperio Group’s MBIA MBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $112K | Sell |
16,994
-2,636
| -13% | -$17.4K | ﹤0.01% | 2371 |
|
2020
Q3 | $119K | Sell |
19,630
-7,083
| -27% | -$42.9K | ﹤0.01% | 2301 |
|
2020
Q2 | $194K | Sell |
26,713
-5,916
| -18% | -$43K | ﹤0.01% | 2183 |
|
2020
Q1 | $233K | Buy |
32,629
+11,991
| +58% | +$85.6K | ﹤0.01% | 2033 |
|
2019
Q4 | $192K | Sell |
20,638
-442
| -2% | -$4.11K | ﹤0.01% | 2207 |
|
2019
Q3 | $195K | Sell |
21,080
-2,776
| -12% | -$25.7K | ﹤0.01% | 2171 |
|
2019
Q2 | $222K | Buy |
23,856
+751
| +3% | +$6.99K | ﹤0.01% | 2140 |
|
2019
Q1 | $220K | Sell |
23,105
-233
| -1% | -$2.22K | ﹤0.01% | 2126 |
|
2018
Q4 | $208K | Buy |
23,338
+1,109
| +5% | +$9.88K | ﹤0.01% | 2109 |
|
2018
Q3 | $238K | Buy |
22,229
+1,577
| +8% | +$16.9K | ﹤0.01% | 2118 |
|
2018
Q2 | $187K | Buy |
20,652
+984
| +5% | +$8.91K | ﹤0.01% | 2174 |
|
2018
Q1 | $182K | Sell |
19,668
-4,284
| -18% | -$39.6K | ﹤0.01% | 2161 |
|
2017
Q4 | $175K | Sell |
23,952
-4,429
| -16% | -$32.4K | ﹤0.01% | 2157 |
|
2017
Q3 | $247K | Buy |
28,381
+8,161
| +40% | +$71K | ﹤0.01% | 2029 |
|
2017
Q2 | $191K | Sell |
20,220
-2,147
| -10% | -$20.3K | ﹤0.01% | 2109 |
|
2017
Q1 | $189K | Sell |
22,367
-230
| -1% | -$1.94K | ﹤0.01% | 2050 |
|
2016
Q4 | $242K | Sell |
22,597
-3,909
| -15% | -$41.9K | ﹤0.01% | 1896 |
|
2016
Q3 | $206K | Sell |
26,506
-14,283
| -35% | -$111K | ﹤0.01% | 1920 |
|
2016
Q2 | $279K | Sell |
40,789
-2,415
| -6% | -$16.5K | ﹤0.01% | 1683 |
|
2016
Q1 | $382K | Sell |
43,204
-1,739
| -4% | -$15.4K | ﹤0.01% | 1504 |
|
2015
Q4 | $291K | Sell |
44,943
-3,091
| -6% | -$20K | ﹤0.01% | 1634 |
|
2015
Q3 | $292K | Buy |
48,034
+13,558
| +39% | +$82.4K | ﹤0.01% | 1574 |
|
2015
Q2 | $207K | Buy |
34,476
+3,263
| +10% | +$19.6K | ﹤0.01% | 1843 |
|
2015
Q1 | $290K | Sell |
31,213
-13,302
| -30% | -$124K | ﹤0.01% | 1592 |
|
2014
Q4 | $425K | Buy |
44,515
+16,669
| +60% | +$159K | 0.01% | 1319 |
|
2014
Q3 | $256K | Sell |
27,846
-1,741
| -6% | -$16K | ﹤0.01% | 1483 |
|
2014
Q2 | $327K | Sell |
29,587
-2,546
| -8% | -$28.1K | ﹤0.01% | 1347 |
|
2014
Q1 | $450K | Buy |
+32,133
| New | +$450K | 0.01% | 1381 |
|
2013
Q4 | – | Sell |
-33,515
| Closed | -$343K | – | 1370 |
|
2013
Q3 | $343K | Buy |
33,515
+1,676
| +5% | +$17.2K | 0.01% | 1342 |
|
2013
Q2 | $424K | Buy |
+31,839
| New | +$424K | 0.01% | 1107 |
|