Dana Investment Advisors’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27,074
| Closed | -$1.59M | – | 417 |
|
|
2023
Q2 | $1.59M | Buy |
27,074
+1,975
| +8% | +$116K | 0.08% | 183 |
|
|
2023
Q1 | $1.42M | Sell |
25,099
-1,163
| -4% | -$65.7K | 0.07% | 193 |
|
|
2022
Q4 | $1.4M | Buy |
26,262
+2,660
| +11% | +$142K | 0.07% | 189 |
|
|
2022
Q3 | $1.13M | Sell |
23,602
-1,597
| -6% | -$76.7K | 0.06% | 201 |
|
|
2022
Q2 | $1.33M | Sell |
25,199
-845
| -3% | -$44.5K | 0.07% | 191 |
|
|
2022
Q1 | $1.51M | Buy |
26,044
+1,431
| +6% | +$83K | 0.07% | 178 |
|
|
2021
Q4 | $1.69M | Buy |
24,613
+69
| +0.3% | +$4.74K | 0.07% | 166 |
|
|
2021
Q3 | $1.72M | Sell |
24,544
-243
| -1% | -$17K | 0.08% | 156 |
|
|
2021
Q2 | $1.82M | Sell |
24,787
-235
| -0.9% | -$17.2K | 0.08% | 146 |
|
|
2021
Q1 | $1.99M | Sell |
25,022
-4,709
| -16% | -$375K | 0.09% | 144 |
|
|
2020
Q4 | $1.86M | Sell |
29,731
-274
| -0.9% | -$17.1K | 0.09% | 145 |
|
|
2020
Q3 | $1.49M | Sell |
30,005
-2,323
| -7% | -$115K | 0.08% | 147 |
|
|
2020
Q2 | $1.68M | Sell |
32,328
-3,027
| -9% | -$157K | 0.09% | 131 |
|
|
2020
Q1 | $1.02M | Buy |
+35,355
| New | +$1.02M | 0.06% | 175 |
|