Creative Planning’s MBIA MBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,728
| Closed | -$173K | – | 3591 |
|
|
2024
Q4 | $173K | Buy |
+26,728
| New | +$173K | ﹤0.01% | 3008 |
|
|
2024
Q2 | – | Sell |
-15,508
| Closed | -$105K | – | 3047 |
|
|
2024
Q1 | $105K | Buy |
+15,508
| New | +$105K | ﹤0.01% | 2688 |
|
|
2022
Q2 | – | Sell |
-11,628
| Closed | -$179K | – | 2327 |
|
|
2022
Q1 | $179K | Buy |
+11,628
| New | +$179K | ﹤0.01% | 1909 |
|
|
2018
Q4 | – | Sell |
-34,000
| Closed | -$363K | – | 1873 |
|
|
2018
Q3 | $363K | Sell |
34,000
-11,100
| -25% | -$119K | ﹤0.01% | 1268 |
|
|
2018
Q2 | $408K | Sell |
45,100
-55,300
| -55% | -$500K | ﹤0.01% | 1167 |
|
|
2018
Q1 | $930K | Sell |
100,400
-27,060
| -21% | -$251K | ﹤0.01% | 770 |
|
|
2017
Q4 | $933K | Sell |
127,460
-452
| -0.4% | -$3.31K | ﹤0.01% | 765 |
|
|
2017
Q3 | $1.11M | Sell |
127,912
-15,453
| -11% | -$134K | 0.01% | 658 |
|
|
2017
Q2 | $1.35M | Sell |
143,365
-65
| -0% | -$613 | 0.01% | 560 |
|
|
2017
Q1 | $1.22M | Buy |
143,430
+142,565
| +16,482% | +$1.21M | 0.01% | 593 |
|
|
2016
Q4 | $9K | Sell |
865
-35
| -4% | -$364 | ﹤0.01% | 3553 |
|
|
2016
Q3 | $7K | Sell |
900
-1,900
| -68% | -$14.8K | ﹤0.01% | 3654 |
|
|
2016
Q2 | $19K | Buy |
2,800
+2,200
| +367% | +$14.9K | ﹤0.01% | 2806 |
|
|
2016
Q1 | $5K | Sell |
600
-1,000
| -63% | -$8.33K | ﹤0.01% | 3536 |
|
|
2015
Q4 | $10K | Hold |
1,600
| – | – | ﹤0.01% | 3254 |
|
|
2015
Q3 | $10K | Buy |
+1,600
| New | +$10K | ﹤0.01% | 3173 |
|
|
2015
Q2 | – | Sell |
-2,600
| Closed | -$24K | – | 2102 |
|
|
2015
Q1 | $24K | Sell |
2,600
-1,500
| -37% | -$13.8K | ﹤0.01% | 2561 |
|
|
2014
Q4 | $39K | Sell |
4,100
-2,500
| -38% | -$23.8K | ﹤0.01% | 2151 |
|
|
2014
Q3 | $61K | Buy |
6,600
+3,000
| +83% | +$27.7K | ﹤0.01% | 1775 |
|
|
2014
Q2 | $40K | Sell |
3,600
-1,833
| -34% | -$20.4K | ﹤0.01% | 1998 |
|
|
2014
Q1 | $76K | Buy |
5,433
+3,833
| +240% | +$53.6K | ﹤0.01% | 1547 |
|
|
2013
Q4 | $19K | Sell |
1,600
-882
| -36% | -$10.5K | ﹤0.01% | 2218 |
|
|
2013
Q3 | $25K | Buy |
2,482
+882
| +55% | +$8.88K | ﹤0.01% | 1965 |
|
|
2013
Q2 | $21K | Buy |
+1,600
| New | +$21K | ﹤0.01% | 1899 |
|