MWPCG
Measured Wealth Private Client Group’s Magna International MGA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-2,968
| Closed | -$223K | – | 161 |
|
2021
Q3 | $223K | Sell |
2,968
-364
| -11% | -$27.3K | 0.09% | 145 |
|
2021
Q2 | $309K | Buy |
3,332
+1,027
| +45% | +$95.2K | 0.1% | 134 |
|
2021
Q1 | $203K | Buy |
+2,305
| New | +$203K | 0.07% | 154 |
|
2018
Q4 | – | Sell |
-33
| Closed | -$1K | – | 459 |
|
2018
Q3 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 803 |
|