Franklin, Parlapiano, Turner & Welch’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32,744
| Closed | -$493K | – | 52 |
|
|
2023
Q3 | $493K | Buy |
+32,744
| New | +$493K | 0.15% | 38 |
|
|
2023
Q2 | – | Sell |
-26,988
| Closed | -$461K | – | 50 |
|
|
2023
Q1 | $461K | Hold |
26,988
| – | – | 0.15% | 38 |
|
|
2022
Q4 | $247K | Hold |
26,988
| – | – | 0.08% | 44 |
|
|
2022
Q3 | $209K | Hold |
26,988
| – | – | 0.07% | 45 |
|
|
2022
Q2 | $284K | Buy |
26,988
+5,779
| +27% | +$60.8K | 0.1% | 42 |
|
|
2022
Q1 | $320K | Hold |
21,209
| – | – | 0.1% | 44 |
|
|
2021
Q4 | $394K | Buy |
21,209
+404
| +2% | +$7.51K | 0.11% | 41 |
|
|
2021
Q3 | $446K | Buy |
+20,805
| New | +$446K | 0.14% | 38 |
|
|
2017
Q4 | – | Sell |
-4,222
| Closed | -$152K | – | 46 |
|
|
2017
Q3 | $152K | Hold |
4,222
| – | – | 0.07% | 45 |
|
|
2017
Q2 | $101K | Hold |
4,222
| – | – | 0.05% | 45 |
|
|
2017
Q1 | $96K | Hold |
4,222
| – | – | 0.04% | 61 |
|
|
2016
Q4 | $101K | Buy |
+4,222
| New | +$101K | 0.05% | 64 |
|