Carolina Wealth Advisors’s Mueller Industries MLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,862
| Closed | -$556K | – | 285 |
|
|
2022
Q4 | $556K | Buy |
18,862
+2,104
| +13% | +$62K | 0.35% | 33 |
|
|
2022
Q3 | $498K | Buy |
16,758
+1,674
| +11% | +$49.7K | 0.39% | 29 |
|
|
2022
Q2 | $402K | Buy |
15,084
+2,724
| +22% | +$72.6K | 0.27% | 36 |
|
|
2022
Q1 | $335K | Buy |
12,360
+1,082
| +10% | +$29.3K | 0.21% | 47 |
|
|
2021
Q4 | $335K | Buy |
11,278
+2,850
| +34% | +$84.7K | 0.19% | 39 |
|
|
2021
Q3 | $173K | Buy |
+8,428
| New | +$173K | 0.11% | 76 |
|