Creative Planning’s MBT Financial Corporation MBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$11K | – | 4779 |
|
|
2017
Q1 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 3518 |
|
|
2016
Q4 | – | Sell |
-1,200
| Closed | -$11K | – | 4705 |
|
|
2016
Q3 | $11K | Hold |
1,200
| – | – | ﹤0.01% | 3418 |
|
|
2016
Q2 | $10K | Hold |
1,200
| – | – | ﹤0.01% | 3228 |
|
|
2016
Q1 | $10K | Hold |
1,200
| – | – | ﹤0.01% | 3223 |
|
|
2015
Q4 | $8K | Hold |
1,200
| – | – | ﹤0.01% | 3410 |
|
|
2015
Q3 | $7K | Buy |
+1,200
| New | +$7K | ﹤0.01% | 3425 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$7K | – | 3373 |
|
|
2015
Q1 | $7K | Hold |
1,200
| – | – | ﹤0.01% | 3364 |
|
|
2014
Q4 | $6K | Hold |
1,200
| – | – | ﹤0.01% | 3376 |
|
|
2014
Q3 | $6K | Hold |
1,200
| – | – | ﹤0.01% | 3176 |
|
|
2014
Q2 | $7K | Hold |
1,200
| – | – | ﹤0.01% | 2998 |
|
|
2014
Q1 | $6K | Hold |
1,200
| – | – | ﹤0.01% | 2963 |
|
|
2013
Q4 | $5K | Hold |
1,200
| – | – | ﹤0.01% | 2864 |
|
|
2013
Q3 | $5K | Hold |
1,200
| – | – | ﹤0.01% | 2757 |
|
|
2013
Q2 | $4K | Buy |
+1,200
| New | +$4K | ﹤0.01% | 2647 |
|