Edgemoor 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 |
-71,249
| Closed | -$4.18M | – | 160 |
|
|
2023
Q2 | $4.18M | Sell |
71,249
-1,336
| -2% | -$78.4K | 0.47% | 47 |
|
|
2023
Q1 | $4.1M | Sell |
72,585
-635
| -0.9% | -$35.8K | 0.5% | 47 |
|
|
2022
Q4 | $3.9M | Sell |
73,220
-3,703
| -5% | -$197K | 0.49% | 47 |
|
|
2022
Q3 | $3.69M | Buy |
76,923
+1,579
| +2% | +$75.8K | 0.49% | 48 |
|
|
2022
Q2 | $3.97M | Buy |
75,344
+2,358
| +3% | +$124K | 0.5% | 53 |
|
|
2022
Q1 | $4.23M | Buy |
72,986
+1,809
| +3% | +$105K | 0.45% | 55 |
|
|
2021
Q4 | $4.89M | Buy |
71,177
+3,967
| +6% | +$273K | 0.5% | 50 |
|
|
2021
Q3 | $4.7M | Buy |
+67,210
| New | +$4.7M | 0.54% | 52 |
|