Lyell Wealth Management’s Momentive Global Inc. Common Stock MNTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,859
| Closed | -$148K | – | 205 |
|
|
2023
Q1 | $148K | Sell |
15,859
-5,100
| -24% | -$40K | 0.02% | 198 |
|
|
2022
Q4 | $147K | Hold |
20,959
| – | – | 0.02% | 185 |
|
|
2022
Q3 | $122K | Hold |
20,959
| – | – | 0.02% | 183 |
|
|
2022
Q2 | $184K | Hold |
20,959
| – | – | 0.03% | 186 |
|
|
2022
Q1 | $341K | Hold |
20,959
| – | – | 0.04% | 160 |
|
|
2021
Q4 | $443K | Sell |
20,959
-1,000
| -5% | -$22K | 0.05% | 141 |
|
|
2021
Q3 | $430K | Hold |
21,959
| – | – | 0.05% | 136 |
|
|
2021
Q2 | $463K | Hold |
21,959
| – | – | 0.06% | 141 |
|
|
2021
Q1 | $402K | Hold |
21,959
| – | – | 0.06% | 138 |
|
|
2020
Q4 | $561K | Sell |
21,959
-1,000
| -4% | -$22.5K | 0.09% | 105 |
|
|
2020
Q3 | $508K | Sell |
22,959
-1,000
| -4% | -$23.2K | 0.1% | 94 |
|
|
2020
Q2 | $564K | Hold |
23,959
| – | – | 0.12% | 84 |
|
|
2020
Q1 | $324K | Hold |
23,959
| – | – | 0.1% | 93 |
|
|
2019
Q4 | $428K | Hold |
23,959
| – | – | 0.11% | 88 |
|
|
2019
Q3 | $410K | Hold |
23,959
| – | – | 0.12% | 88 |
|
|
2019
Q2 | $396K | Sell |
23,959
-1,000
| -4% | -$17.1K | 0.12% | 95 |
|
|
2019
Q1 | $455K | Buy |
+24,959
| New | +$351K | 0.15% | 91 |
|
