Concert Wealth Management’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,564
| Closed | -$49K | – | 760 |
|
|
2016
Q3 | $49K | Hold |
2,564
| – | – | 0.01% | 817 |
|
|
2016
Q2 | $56K | Sell |
2,564
-87
| -3% | -$1.9K | 0.01% | 661 |
|
|
2016
Q1 | $47K | Sell |
2,651
-9,093
| -77% | -$161K | 0.01% | 660 |
|
|
2015
Q4 | $163K | Sell |
11,744
-68
| -0.6% | -$944 | 0.02% | 617 |
|
|
2015
Q3 | $161K | Sell |
11,812
-276
| -2% | -$3.76K | 0.02% | 639 |
|
|
2015
Q2 | $217K | Buy |
12,088
+454
| +4% | +$8.15K | 0.03% | 615 |
|
|
2015
Q1 | $19K | Sell |
11,634
-2,767
| -19% | -$4.52K | 0.01% | 459 |
|
|
2014
Q4 | $290K | Sell |
14,401
-2,125
| -13% | -$42.8K | 0.04% | 467 |
|
|
2014
Q3 | $352K | Buy |
16,526
+83
| +0.5% | +$1.77K | 0.05% | 348 |
|
|
2014
Q2 | $479K | Hold |
16,443
| – | – | 0.06% | 289 |
|
|
2014
Q1 | $461K | Buy |
16,443
+1,435
| +10% | +$40.2K | 0.06% | 290 |
|
|
2013
Q4 | $316K | Buy |
15,008
+883
| +6% | +$18.6K | 0.04% | 361 |
|
|
2013
Q3 | $251K | Hold |
14,125
| – | – | 0.04% | 414 |
|
|
2013
Q2 | $228K | Buy |
+14,125
| New | +$228K | 0.03% | 416 |
|