ERTS Wealth Advisors’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 |
-45,546
| Closed | -$900K | – | 93 |
|
|
2021
Q2 | $900K | Sell |
45,546
-2,323
| -5% | -$45.9K | 0.24% | 32 |
|
|
2021
Q1 | $671K | Hold |
47,869
| – | – | 0.2% | 40 |
|
|
2020
Q4 | $611K | Hold |
47,869
| – | – | 0.2% | 40 |
|
|
2020
Q3 | $462K | Buy |
47,869
+370
| +0.8% | +$3.57K | 0.17% | 48 |
|
|
2020
Q2 | $493K | Buy |
47,499
+628
| +1% | +$6.52K | 0.2% | 41 |
|
|
2020
Q1 | $490K | Buy |
46,871
+3,000
| +7% | +$31.4K | 0.24% | 45 |
|
|
2019
Q4 | $766K | Buy |
+43,871
| New | +$766K | 0.34% | 31 |
|
|
2019
Q1 | – | Sell |
-650
| Closed | -$9K | – | 324 |
|
|
2018
Q4 | $9K | Buy |
+650
| New | +$9K | 0.01% | 247 |
|