JFS Wealth Advisors’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-113
| Closed | -$1K | – | 562 |
|
2020
Q1 | $1K | Buy |
+113
| New | +$1K | ﹤0.01% | 477 |
|
2017
Q4 | – | Sell |
-15
| Closed | -$1K | – | 550 |
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 429 |
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 436 |
|
2017
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 443 |
|
2016
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 474 |
|
2016
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 505 |
|
2016
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 582 |
|
2016
Q1 | $0 | Sell |
15
-49
| -77% | – | ﹤0.01% | 650 |
|
2015
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 521 |
|
2015
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 457 |
|
2015
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 487 |
|
2015
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 487 |
|
2014
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 503 |
|
2014
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 460 |
|
2014
Q2 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 434 |
|