Mark Sheptoff Financial Planning’s Magna International MGA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-400
| Closed | -$22K | – | 426 |
|
2015
Q2 | $22K | Hold |
400
| – | – | 0.02% | 214 |
|
2015
Q1 | $21K | Hold |
400
| – | – | 0.02% | 213 |
|
2014
Q4 | $22K | Hold |
400
| – | – | 0.02% | 208 |
|
2014
Q3 | $19K | Hold |
400
| – | – | 0.02% | 227 |
|
2014
Q2 | $22K | Hold |
400
| – | – | 0.02% | 222 |
|
2014
Q1 | $19K | Buy |
+400
| New | +$19K | 0.02% | 240 |
|