JFS Wealth Advisors’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.72K | Hold |
349
| – | – | ﹤0.01% | 871 |
|
2025
Q1 | $8.65K | Hold |
349
| – | – | ﹤0.01% | 925 |
|
2024
Q4 | $8.28K | Hold |
349
| – | – | ﹤0.01% | 916 |
|
2024
Q3 | $8.94K | Buy |
349
+10
| +3% | +$256 | ﹤0.01% | 895 |
|
2024
Q2 | $7.31K | Hold |
339
| – | – | ﹤0.01% | 900 |
|
2024
Q1 | $7.58K | Hold |
339
| – | – | ﹤0.01% | 912 |
|
2023
Q4 | $6.54K | Buy |
339
+2
| +0.6% | +$39 | ﹤0.01% | 949 |
|
2023
Q3 | $5.63K | Buy |
337
+21
| +7% | +$351 | ﹤0.01% | 948 |
|
2023
Q2 | $4.99K | Buy |
316
+29
| +10% | +$458 | ﹤0.01% | 1006 |
|
2023
Q1 | $3.85K | Sell |
287
-3
| -1% | -$40 | ﹤0.01% | 1098 |
|
2022
Q4 | $3.77K | Buy |
290
+7
| +2% | +$91 | ﹤0.01% | 1108 |
|
2022
Q3 | $4K | Sell |
283
-140
| -33% | -$1.98K | ﹤0.01% | 1086 |
|
2022
Q2 | $5K | Buy |
423
+211
| +100% | +$2.49K | ﹤0.01% | 996 |
|
2022
Q1 | $3K | Buy |
212
+105
| +98% | +$1.49K | ﹤0.01% | 1280 |
|
2021
Q4 | $2K | Buy |
+107
| New | +$2K | ﹤0.01% | 1112 |
|