Creative Planning’s Mackinac Financial Corporation MFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,778
| Closed | -$312K | – | 2161 |
|
|
2021
Q2 | $312K | Buy |
15,778
+2,395
| +18% | +$47.4K | ﹤0.01% | 1534 |
|
|
2021
Q1 | $188K | Hold |
13,383
| – | – | ﹤0.01% | 2075 |
|
|
2020
Q4 | $171K | Hold |
13,383
| – | – | ﹤0.01% | 1907 |
|
|
2020
Q3 | $129K | Sell |
13,383
-960
| -7% | -$9.25K | ﹤0.01% | 1755 |
|
|
2020
Q2 | $149K | Hold |
14,343
| – | – | ﹤0.01% | 1571 |
|
|
2020
Q1 | $150K | Hold |
14,343
| – | – | ﹤0.01% | 1438 |
|
|
2019
Q4 | $250K | Hold |
14,343
| – | – | ﹤0.01% | 1493 |
|
|
2019
Q3 | $222K | Hold |
14,343
| – | – | ﹤0.01% | 1537 |
|
|
2019
Q2 | $227K | Hold |
14,343
| – | – | ﹤0.01% | 1530 |
|
|
2019
Q1 | $226K | Hold |
14,343
| – | – | ﹤0.01% | 1493 |
|
|
2018
Q4 | $196K | Hold |
14,343
| – | – | ﹤0.01% | 1497 |
|
|
2018
Q3 | $232K | Hold |
14,343
| – | – | ﹤0.01% | 1567 |
|
|
2018
Q2 | $238K | Buy |
+14,343
| New | +$238K | ﹤0.01% | 1507 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$7K | – | 3980 |
|
|
2017
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 3804 |
|
|
2017
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 3771 |
|
|
2016
Q4 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 3726 |
|