Cary Street Partners Investment Advisory’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01K | Buy |
144
+63
| +78% | +$1.75K | ﹤0.01% | 548 |
|
|
2025
Q1 | $2.01K | Buy |
+81
| New | +$2.01K | ﹤0.01% | 540 |
|
|
2024
Q4 | – | Sell |
-8,800
| Closed | -$225K | – | 670 |
|
|
2024
Q3 | $225K | Buy |
+8,800
| New | +$225K | 0.01% | 699 |
|
|
2023
Q4 | – | Sell |
-8,750
| Closed | -$146K | – | 1372 |
|
|
2023
Q3 | $146K | Hold |
8,750
| – | – | 0.01% | 624 |
|
|
2023
Q2 | $138K | Hold |
8,750
| – | – | 0.01% | 602 |
|
|
2023
Q1 | $117K | Sell |
8,750
-1,250
| -13% | -$16.8K | 0.01% | 563 |
|
|
2022
Q4 | $130K | Hold |
10,000
| – | – | 0.01% | 542 |
|
|
2022
Q3 | $128K | Hold |
10,000
| – | – | 0.01% | 477 |
|
|
2022
Q2 | $126K | Hold |
10,000
| – | – | 0.01% | 485 |
|
|
2022
Q1 | $136K | Buy |
+10,000
| New | +$136K | 0.04% | 266 |
|