Institute for Wealth Management’s Mobile Mini Inc MINI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,860
| Closed | -$260K | – | 699 |
|
|
2019
Q4 | $260K | Hold |
6,860
| – | – | 0.06% | 374 |
|
|
2019
Q3 | $253K | Hold |
6,860
| – | – | 0.06% | 357 |
|
|
2019
Q2 | $209K | Hold |
6,860
| – | – | 0.05% | 426 |
|
|
2019
Q1 | $233K | Hold |
6,860
| – | – | 0.05% | 385 |
|
|
2018
Q4 | $218K | Buy |
+6,860
| New | +$218K | 0.09% | 234 |
|
|
2018
Q1 | – | Sell |
-49,002
| Closed | -$1.69M | – | 413 |
|
|
2017
Q4 | $1.69M | Buy |
+49,002
| New | +$1.69M | 0.39% | 71 |
|