Financial Architects (New Jersey)’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,491
| Closed | -$36K | – | 1286 |
|
|
2018
Q3 | $36K | Sell |
1,491
-415
| -22% | -$10K | 0.01% | 636 |
|
|
2018
Q2 | $49K | Hold |
1,906
| – | – | 0.01% | 579 |
|
|
2018
Q1 | $54K | Buy |
1,906
+500
| +36% | +$14.2K | 0.01% | 526 |
|
|
2017
Q4 | $55K | Sell |
1,406
-342
| -20% | -$13.4K | 0.01% | 581 |
|
|
2017
Q3 | $63K | Sell |
1,748
-780
| -31% | -$28.1K | 0.01% | 551 |
|
|
2017
Q2 | $61K | Sell |
2,528
-3,538
| -58% | -$85.4K | 0.01% | 540 |
|
|
2017
Q1 | $139K | Sell |
6,066
-2,025
| -25% | -$46.4K | 0.02% | 357 |
|
|
2016
Q4 | $193K | Buy |
8,091
+426
| +6% | +$10.2K | 0.05% | 260 |
|
|
2016
Q3 | $147K | Buy |
7,665
+7,515
| +5,010% | +$144K | 0.04% | 312 |
|
|
2016
Q2 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1192 |
|
|
2015
Q3 | – | Sell |
-4,775
| Closed | -$85K | – | 626 |
|
|
2015
Q2 | $85K | Sell |
4,775
-5,685
| -54% | -$101K | 0.03% | 325 |
|
|
2015
Q1 | $204K | Buy |
+10,460
| New | +$204K | 0.08% | 185 |
|