IFP Advisors’s Mueller Water Products MWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$229 | – | 3151 |
|
|
2025
Q1 | $229 | Hold |
9
| – | – | ﹤0.01% | 3630 |
|
|
2024
Q4 | $202 | Buy |
+9
| New | +$202 | ﹤0.01% | 3742 |
|
|
2022
Q4 | – | Sell |
-4,845
| Closed | -$60K | – | 4749 |
|
|
2022
Q3 | $60K | Hold |
4,845
| – | – | ﹤0.01% | 2237 |
|
|
2022
Q2 | $60K | Hold |
4,845
| – | – | ﹤0.01% | 2025 |
|
|
2022
Q1 | $60K | Buy |
+4,845
| New | +$60K | ﹤0.01% | 2025 |
|
|
2019
Q1 | – | Sell |
-625
| Closed | -$6K | – | 3006 |
|
|
2018
Q4 | $6K | Hold |
625
| – | – | ﹤0.01% | 2717 |
|
|
2018
Q3 | $7K | Buy |
625
+525
| +525% | +$5.88K | ﹤0.01% | 3020 |
|
|
2018
Q2 | $1K | Sell |
100
-2,267
| -96% | -$22.7K | ﹤0.01% | 3694 |
|
|
2018
Q1 | $30K | Hold |
2,367
| – | – | ﹤0.01% | 2134 |
|
|
2017
Q4 | $30K | Buy |
2,367
+171
| +8% | +$2.17K | ﹤0.01% | 2129 |
|
|
2017
Q3 | $28K | Buy |
2,196
+258
| +13% | +$3.29K | ﹤0.01% | 2357 |
|
|
2017
Q2 | $23K | Buy |
1,938
+1,072
| +124% | +$12.7K | ﹤0.01% | 2474 |
|
|
2017
Q1 | $10K | Buy |
866
+107
| +14% | +$1.24K | ﹤0.01% | 2889 |
|
|
2016
Q4 | $10K | Hold |
759
| – | – | ﹤0.01% | 2883 |
|
|
2016
Q3 | $10K | Sell |
759
-25
| -3% | -$329 | ﹤0.01% | 2823 |
|
|
2016
Q2 | $9K | Buy |
+784
| New | +$9K | ﹤0.01% | 2789 |
|
|
2016
Q1 | – | Sell |
-843
| Closed | -$7K | – | 3027 |
|
|
2015
Q4 | $7K | Buy |
+843
| New | +$7K | ﹤0.01% | 2759 |
|