Beese Fulmer Investment Management’s Malvern Bancorp, Inc. MLVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,947
| Closed | -$172K | – | 224 |
|
|
2023
Q2 | $172K | Hold |
10,947
| – | – | 0.02% | 214 |
|
|
2023
Q1 | $166K | Hold |
10,947
| – | – | 0.02% | 213 |
|
|
2022
Q4 | $194K | Hold |
10,947
| – | – | 0.02% | 214 |
|
|
2022
Q3 | $157K | Hold |
10,947
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $176K | Hold |
10,947
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $176K | Hold |
10,947
| – | – | 0.02% | 229 |
|
|
2021
Q4 | $172K | Hold |
10,947
| – | – | 0.02% | 241 |
|
|
2021
Q3 | $186K | Hold |
10,947
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $202K | Hold |
10,947
| – | – | 0.02% | 220 |
|
|
2021
Q1 | $204K | Hold |
10,947
| – | – | 0.02% | 215 |
|
|
2020
Q4 | $170K | Buy |
+10,947
| New | +$159K | 0.02% | 203 |
|
|
2020
Q3 | – | Sell |
-9,947
| Closed | -$127K | – | 572 |
|
|
2020
Q2 | $127K | Buy |
+9,947
| New | +$117K | 0.02% | 223 |
|
|
2020
Q1 | – | Sell |
-9,947
| Closed | -$230K | – | 204 |
|
|
2019
Q4 | $230K | Hold |
9,947
| – | – | 0.03% | 182 |
|
|
2019
Q3 | $217K | Buy |
+9,947
| New | +$213K | 0.03% | 187 |
|
|
2016
Q4 | – | Sell |
-15,232
| Closed | -$250K | – | 182 |
|
|
2016
Q3 | $250K | Hold |
15,232
| – | – | 0.07% | 141 |
|
|
2016
Q2 | $238K | Buy |
+15,232
| New | +$242K | 0.07% | 134 |
|
Beese Fulmer Investment Management's MLVF Position: Q3 2023 in Review
Beese Fulmer Investment Management sold out of Malvern Bancorp, Inc. (MLVF) in Q3 2023, closing a stake of 10,947 shares — an estimated $172K sold.
Beese Fulmer Investment Management first reported a position in MLVF in Q2 2016 and held it in 16 quarters. The position peaked at $250K in Q3 2016. 0 funds tracked by Wall St. Rank hold MLVF as of Q3 2023.
- Beese Fulmer Investment Management reported no remaining Malvern Bancorp, Inc. position as of Q3 2023 after selling out during the quarter.
- Beese Fulmer Investment Management sold 10,947 Malvern Bancorp, Inc. shares in Q3 2023, an estimated $172K.
- Beese Fulmer Investment Management first reported a position in Malvern Bancorp, Inc. in Q2 2016 and held it in 16 quarters.
- Beese Fulmer Investment Management's Malvern Bancorp, Inc. position peaked at $250K in Q3 2016.
- 0 funds tracked by Wall St. Rank held Malvern Bancorp, Inc. as of Q3 2023.
Based on Beese Fulmer Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.