Jacobus Wealth Management’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,955
| Closed | -$180K | – | 276 |
|
|
2015
Q4 | $180K | Sell |
12,955
-3,312
| -20% | -$46K | 0.05% | 211 |
|
|
2015
Q3 | $221K | Buy |
16,267
+1,325
| +9% | +$18K | 0.06% | 192 |
|
|
2015
Q2 | $265K | Buy |
14,942
+557
| +4% | +$9.88K | 0.07% | 192 |
|
|
2015
Q1 | $281K | Buy |
14,385
+3,312
| +30% | +$64.7K | 0.07% | 181 |
|
|
2014
Q4 | $222K | Hold |
11,073
| – | – | 0.06% | 194 |
|
|
2014
Q3 | $235K | Hold |
11,073
| – | – | 0.06% | 192 |
|
|
2014
Q2 | $330K | Hold |
11,073
| – | – | 0.08% | 176 |
|
|
2014
Q1 | $315K | Hold |
11,073
| – | – | 0.08% | 184 |
|
|
2013
Q4 | $234K | Hold |
11,073
| – | – | 0.07% | 195 |
|
|
2013
Q3 | $196K | Hold |
11,073
| – | – | 0.07% | 173 |
|
|
2013
Q2 | $180K | Buy |
+11,073
| New | +$180K | 0.07% | 174 |
|