Mascoma Wealth Management’s Magna International MGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18,309
| Closed | -$962K | – | 389 |
|
|
2018
Q3 | $962K | Sell |
18,309
-199
| -1% | -$10.5K | 0.63% | 23 |
|
|
2018
Q2 | $1.08M | Buy |
18,508
+2,506
| +16% | +$146K | 0.76% | 25 |
|
|
2018
Q1 | $902K | Buy |
16,002
+1,450
| +10% | +$81.7K | 0.59% | 28 |
|
|
2017
Q4 | $792K | Buy |
14,552
+5,651
| +63% | +$308K | 0.49% | 28 |
|
|
2017
Q3 | $475K | Buy |
8,901
+3,101
| +53% | +$165K | 0.32% | 40 |
|
|
2017
Q2 | $269K | Buy |
+5,800
| New | +$269K | 0.18% | 57 |
|