Creative Planning’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,570
| Closed | -$177K | – | 3668 |
|
|
2025
Q1 | $177K | Buy |
+20,570
| New | +$177K | ﹤0.01% | 3107 |
|
|
2017
Q3 | – | Sell |
-1,418
| Closed | -$34K | – | 2943 |
|
|
2017
Q2 | $34K | Buy |
1,418
+93
| +7% | +$2.23K | ﹤0.01% | 2788 |
|
|
2017
Q1 | $30K | Buy |
1,325
+51
| +4% | +$1.16K | ﹤0.01% | 2812 |
|
|
2016
Q4 | $30K | Sell |
1,274
-118
| -8% | -$2.78K | ﹤0.01% | 2761 |
|
|
2016
Q3 | $27K | Buy |
1,392
+100
| +8% | +$1.94K | ﹤0.01% | 2807 |
|
|
2016
Q2 | $28K | Hold |
1,292
| – | – | ﹤0.01% | 2521 |
|
|
2016
Q1 | $22K | Sell |
1,292
-11,599
| -90% | -$198K | ﹤0.01% | 2677 |
|
|
2015
Q4 | $179K | Sell |
12,891
-1,835
| -12% | -$25.5K | ﹤0.01% | 1258 |
|
|
2015
Q3 | $200K | Buy |
+14,726
| New | +$200K | ﹤0.01% | 1188 |
|
|
2015
Q2 | – | Sell |
-12,447
| Closed | -$243K | – | 2199 |
|
|
2015
Q1 | $243K | Sell |
12,447
-525
| -4% | -$10.2K | ﹤0.01% | 1083 |
|
|
2014
Q4 | $260K | Buy |
12,972
+3,423
| +36% | +$68.6K | ﹤0.01% | 996 |
|
|
2014
Q3 | $203K | Sell |
9,549
-1,052
| -10% | -$22.4K | ﹤0.01% | 1045 |
|
|
2014
Q2 | $316K | Buy |
10,601
+6,241
| +143% | +$186K | ﹤0.01% | 817 |
|
|
2014
Q1 | $124K | Sell |
4,360
-332
| -7% | -$9.44K | ﹤0.01% | 1255 |
|
|
2013
Q4 | $99K | Sell |
4,692
-2,382
| -34% | -$50.3K | ﹤0.01% | 1202 |
|
|
2013
Q3 | $125K | Buy |
7,074
+43
| +0.6% | +$760 | ﹤0.01% | 979 |
|
|
2013
Q2 | $114K | Buy |
+7,031
| New | +$114K | ﹤0.01% | 919 |
|