MWPCG
MINI
Measured Wealth Private Client Group’s Mobile Mini Inc MINI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-9,855
| Closed | -$300K | – | 217 |
|
2019
Q2 | $300K | Buy |
9,855
+560
| +6% | +$17K | 0.17% | 128 |
|
2019
Q1 | $315K | Buy |
+9,295
| New | +$315K | 0.19% | 120 |
|
2018
Q4 | – | Sell |
-5,325
| Closed | -$231K | – | 803 |
|
2018
Q3 | $231K | Buy |
5,325
+125
| +2% | +$5.42K | 0.14% | 132 |
|
2018
Q2 | $243K | Buy |
+5,200
| New | +$243K | 0.2% | 122 |
|