CAPTRUST Financial Advisors’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-860
| Closed | -$26K | – | 3268 |
|
2022
Q2 | $26K | Buy |
860
+338
| +65% | +$10.2K | ﹤0.01% | 3222 |
|
2022
Q1 | $17K | Sell |
522
-84
| -14% | -$2.74K | ﹤0.01% | 3491 |
|
2021
Q4 | $20K | Sell |
606
-119
| -16% | -$3.93K | ﹤0.01% | 3283 |
|
2021
Q3 | $22K | Buy |
725
+69
| +11% | +$2.09K | ﹤0.01% | 3096 |
|
2021
Q2 | $19K | Sell |
656
-10
| -2% | -$290 | ﹤0.01% | 3143 |
|
2021
Q1 | $21K | Buy |
+666
| New | +$21K | ﹤0.01% | 2968 |
|