Jones Financial Companies’s Barings Participation Investors MPV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Buy |
22,980
+763
| +3% | +$15K | ﹤0.01% | 1316 |
|
|
2025
Q1 | $385K | Buy |
22,217
+1,733
| +8% | +$30.1K | ﹤0.01% | 1229 |
|
|
2024
Q4 | $350K | Buy |
20,484
+2,348
| +13% | +$40.1K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $305K | Buy |
18,136
+12,834
| +242% | +$216K | ﹤0.01% | 992 |
|
|
2024
Q2 | $87.6K | Buy |
5,302
+1,876
| +55% | +$31K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $55.2K | Buy |
+3,426
| New | +$55.2K | ﹤0.01% | 711 |
|