HBK Sorce Advisory’s Middleburg Financial Corp MBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $513K | Hold |
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|
2016
Q4 | $445K | Hold |
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|
2016
Q3 | $362K | Hold |
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|
2016
Q2 | $348K | Hold |
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|
2016
Q1 | $276K | Hold |
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|
2015
Q4 | $237K | Hold |
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|
2015
Q3 | $225K | Hold |
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|
2015
Q2 | $230K | Hold |
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|
2015
Q1 | $234K | Hold |
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|
2014
Q4 | $231K | Hold |
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|
2014
Q3 | $227K | Hold |
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|
2014
Q2 | $256K | Hold |
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|
2014
Q1 | $225K | Hold |
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|
2013
Q4 | $231K | Hold |
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|
2013
Q3 | $247K | Sell |
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|
2013
Q2 | $488K | Buy |
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