JNBA Financial Advisors’s Meredith Corporation MDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-4,200
| Closed | -$234K | – | 903 |
|
2021
Q3 | $234K | Hold |
4,200
| – | – | 0.03% | 181 |
|
2021
Q2 | $182K | Hold |
4,200
| – | – | 0.02% | 197 |
|
2021
Q1 | $125K | Hold |
4,200
| – | – | 0.02% | 209 |
|
2020
Q4 | $81K | Hold |
4,200
| – | – | 0.01% | 224 |
|
2020
Q3 | $55K | Hold |
4,200
| – | – | 0.01% | 233 |
|
2020
Q2 | $61K | Hold |
4,200
| – | – | 0.01% | 221 |
|
2020
Q1 | $51K | Hold |
4,200
| – | – | 0.01% | 217 |
|
2019
Q4 | $136K | Hold |
4,200
| – | – | 0.03% | 167 |
|
2019
Q3 | $154K | Hold |
4,200
| – | – | 0.03% | 157 |
|
2019
Q2 | $231K | Hold |
4,200
| – | – | 0.05% | 144 |
|
2019
Q1 | $232K | Hold |
4,200
| – | – | 0.05% | 136 |
|
2018
Q4 | $218K | Buy |
+4,200
| New | +$218K | 0.05% | 125 |
|
2018
Q3 | – | Sell |
-4,200
| Closed | -$214K | – | 750 |
|
2018
Q2 | $214K | Hold |
4,200
| – | – | 0.05% | 124 |
|
2018
Q1 | $226K | Hold |
4,200
| – | – | 0.05% | 117 |
|
2017
Q4 | $277K | Hold |
4,200
| – | – | 0.06% | 108 |
|
2017
Q3 | $233K | Hold |
4,200
| – | – | 0.05% | 107 |
|
2017
Q2 | $250K | Hold |
4,200
| – | – | 0.06% | 104 |
|
2017
Q1 | $271K | Hold |
4,200
| – | – | 0.06% | 98 |
|
2016
Q4 | $248K | Buy |
+4,200
| New | +$248K | 0.06% | 107 |
|
2016
Q3 | – | Sell |
-4,200
| Closed | -$218K | – | 1693 |
|
2016
Q2 | $218K | Hold |
4,200
| – | – | 0.06% | 109 |
|
2016
Q1 | $200K | Hold |
4,200
| – | – | 0.07% | 100 |
|
2015
Q4 | $182K | Hold |
4,200
| – | – | 0.07% | 104 |
|
2015
Q3 | $179K | Buy |
4,200
+2,400
| +133% | +$102K | 0.08% | 98 |
|
2015
Q2 | $94K | Hold |
1,800
| – | – | 0.04% | 134 |
|
2015
Q1 | $100K | Hold |
1,800
| – | – | 0.04% | 132 |
|
2014
Q4 | $98K | Hold |
1,800
| – | – | 0.04% | 137 |
|
2014
Q3 | $77K | Buy |
+1,800
| New | +$77K | 0.03% | 158 |
|