Creative Planning’s Malvern Bancorp, Inc. MLVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$231K | – | 1950 |
|
|
2019
Q4 | $231K | Hold |
10,000
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q3 | $218K | Hold |
10,000
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q2 | $220K | Hold |
10,000
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q1 | $201K | Hold |
10,000
| – | – | ﹤0.01% | 1571 |
|
|
2018
Q4 | $197K | Sell |
10,000
-200
| -2% | -$3.94K | ﹤0.01% | 1493 |
|
|
2018
Q3 | $244K | Hold |
10,200
| – | – | ﹤0.01% | 1534 |
|
|
2018
Q2 | $248K | Sell |
10,200
-800
| -7% | -$19.5K | ﹤0.01% | 1475 |
|
|
2018
Q1 | $286K | Buy |
11,000
+1,000
| +10% | +$26K | ﹤0.01% | 1357 |
|
|
2017
Q4 | $262K | Hold |
10,000
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q3 | $268K | Hold |
10,000
| – | – | ﹤0.01% | 1386 |
|
|
2017
Q2 | $240K | Hold |
10,000
| – | – | ﹤0.01% | 1403 |
|
|
2017
Q1 | $211K | Hold |
10,000
| – | – | ﹤0.01% | 1446 |
|
|
2016
Q4 | $212K | Hold |
10,000
| – | – | ﹤0.01% | 1380 |
|
|
2016
Q3 | $164K | Hold |
10,000
| – | – | ﹤0.01% | 1510 |
|
|
2016
Q2 | $156K | Hold |
10,000
| – | – | ﹤0.01% | 1393 |
|
|
2016
Q1 | $160K | Buy |
+10,000
| New | +$160K | ﹤0.01% | 1330 |
|