Carolina Wealth Advisors’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-77
| Closed | -$4.22K | – | 241 |
|
|
2023
Q4 | $4.22K | Hold |
77
| – | – | ﹤0.01% | 189 |
|
|
2023
Q3 | $3.77K | Hold |
77
| – | – | ﹤0.01% | 203 |
|
|
2023
Q2 | $4.52K | Hold |
77
| – | – | ﹤0.01% | 189 |
|
|
2023
Q1 | $4.35K | Buy |
77
+17
| +28% | +$960 | ﹤0.01% | 184 |
|
|
2022
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 193 |
|
|
2022
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 196 |
|
|
2022
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 221 |
|
|
2022
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 236 |
|
|
2021
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 225 |
|
|
2021
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 221 |
|
|
2021
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 236 |
|