IFP Advisors’s MBIA MBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-162
| Closed | -$991 | – | 3193 |
|
2023
Q4 | $991 | Hold |
162
| – | – | ﹤0.01% | 2810 |
|
2023
Q3 | $1.17K | Hold |
162
| – | – | ﹤0.01% | 2968 |
|
2023
Q2 | $1.4K | Hold |
162
| – | – | ﹤0.01% | 2990 |
|
2023
Q1 | $1.38K | Hold |
162
| – | – | ﹤0.01% | 3007 |
|
2022
Q4 | $1K | Hold |
162
| – | – | ﹤0.01% | 4399 |
|
2022
Q3 | $1K | Hold |
162
| – | – | ﹤0.01% | 4605 |
|
2022
Q2 | $1K | Hold |
162
| – | – | ﹤0.01% | 4380 |
|
2022
Q1 | $1K | Hold |
162
| – | – | ﹤0.01% | 4380 |
|
2021
Q4 | $3K | Hold |
162
| – | – | ﹤0.01% | 2626 |
|
2021
Q3 | $2K | Hold |
162
| – | – | ﹤0.01% | 2815 |
|
2021
Q2 | $2K | Hold |
162
| – | – | ﹤0.01% | 2730 |
|
2021
Q1 | $2K | Hold |
162
| – | – | ﹤0.01% | 2655 |
|
2020
Q4 | $1K | Sell |
162
-3,211
| -95% | -$19.8K | ﹤0.01% | 2755 |
|
2020
Q3 | $20K | Hold |
3,373
| – | – | ﹤0.01% | 1645 |
|
2020
Q2 | $25K | Hold |
3,373
| – | – | ﹤0.01% | 1482 |
|
2020
Q1 | $27K | Hold |
3,373
| – | – | ﹤0.01% | 1370 |
|
2019
Q4 | $31K | Sell |
3,373
-108
| -3% | -$993 | ﹤0.01% | 1443 |
|
2019
Q3 | $33K | Buy |
+3,481
| New | +$33K | ﹤0.01% | 1553 |
|
2019
Q1 | – | Sell |
-3,419
| Closed | -$30K | – | 2951 |
|
2018
Q4 | $30K | Sell |
3,419
-114
| -3% | -$1K | ﹤0.01% | 1883 |
|
2018
Q3 | $38K | Hold |
3,533
| – | – | ﹤0.01% | 2031 |
|
2018
Q2 | $32K | Sell |
3,533
-839
| -19% | -$7.6K | ﹤0.01% | 2154 |
|
2018
Q1 | $32K | Hold |
4,372
| – | – | ﹤0.01% | 2073 |
|
2017
Q4 | $32K | Hold |
4,372
| – | – | ﹤0.01% | 2068 |
|
2017
Q3 | $38K | Sell |
4,372
-482
| -10% | -$4.19K | ﹤0.01% | 2146 |
|
2017
Q2 | $46K | Sell |
4,854
-70
| -1% | -$663 | ﹤0.01% | 2002 |
|
2017
Q1 | $42K | Sell |
4,924
-1,153
| -19% | -$9.84K | ﹤0.01% | 2015 |
|
2016
Q4 | $65K | Buy |
6,077
+954
| +19% | +$10.2K | ﹤0.01% | 1721 |
|
2016
Q3 | $40K | Hold |
5,123
| – | – | ﹤0.01% | 1951 |
|
2016
Q2 | $35K | Buy |
+5,123
| New | +$35K | ﹤0.01% | 1971 |
|
2016
Q1 | – | Sell |
-5,203
| Closed | -$34K | – | 2971 |
|
2015
Q4 | $34K | Buy |
+5,203
| New | +$34K | ﹤0.01% | 1834 |
|