HWP
Hefty Wealth Partners’s Mattel MAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-702
| Closed | -$15K | – | 261 |
|
|
2017
Q2 | $15K | Hold |
702
| – | – | 0.01% | 152 |
|
|
2017
Q1 | $17K | Sell |
702
-23,437
| -97% | -$568K | 0.01% | 156 |
|
|
2016
Q4 | $665K | Sell |
24,139
-7,240
| -23% | -$199K | 0.56% | 51 |
|
|
2016
Q3 | $950K | Sell |
31,379
-27,967
| -47% | -$847K | 0.72% | 51 |
|
|
2016
Q2 | $1.86M | Buy |
59,346
+33,138
| +126% | +$1.04M | 1.53% | 19 |
|
|
2016
Q1 | $881K | Buy |
26,208
+9,671
| +58% | +$325K | 0.82% | 45 |
|
|
2015
Q4 | $449K | Buy |
+16,537
| New | +$449K | 0.43% | 76 |
|