CAPTRUST Financial Advisors’s MARGO CARIBE INC MRGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-275
Closed -$2K 4713
2022
Q2
$2K Hold
275
﹤0.01% 4578
2022
Q1
$2K Hold
275
﹤0.01% 4609
2021
Q4
$4K Hold
275
﹤0.01% 4227
2021
Q3
$3K Hold
275
﹤0.01% 4194
2021
Q2
$2K Buy
+275
New +$2K ﹤0.01% 4261

CAPTRUST Financial Advisors's MRGO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of MARGO CARIBE INC (MRGO) in Q3 2022, closing a stake of 275 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in MRGO in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 0 funds tracked by Wall St. Rank hold MRGO as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining MARGO CARIBE INC position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 275 MARGO CARIBE INC shares in Q3 2022, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in MARGO CARIBE INC in Q2 2021 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's MARGO CARIBE INC position peaked at $4K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held MARGO CARIBE INC as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.