MBM Wealth Consultants’s Ennis EBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-12,119
| Closed | -$260K | – | 114 |
|
2023
Q3 | $260K | Buy |
12,119
+781
| +7% | +$16.7K | 0.11% | 87 |
|
2023
Q2 | $229K | Buy |
11,338
+5,076
| +81% | +$103K | 0.1% | 94 |
|
2023
Q1 | $205K | Hold |
6,262
| – | – | 0.08% | 98 |
|
2022
Q4 | $143K | Buy |
6,262
+1,382
| +28% | +$31.6K | 0.07% | 108 |
|
2022
Q3 | $100K | Buy |
4,880
+1,060
| +28% | +$21.7K | 0.05% | 112 |
|
2022
Q2 | $77K | Buy |
3,820
+125
| +3% | +$2.52K | 0.04% | 129 |
|
2022
Q1 | $68K | Buy |
3,695
+1,120
| +43% | +$20.6K | 0.03% | 167 |
|
2021
Q4 | $50K | Buy |
2,575
+1,090
| +73% | +$21.2K | 0.02% | 163 |
|
2021
Q3 | $28K | Buy |
1,485
+365
| +33% | +$6.88K | 0.01% | 190 |
|
2021
Q2 | $24K | Hold |
1,120
| – | – | 0.01% | 184 |
|
2021
Q1 | $24K | Buy |
+1,120
| New | +$24K | 0.01% | 173 |
|