MWM
MBFI
Mission Wealth Management’s MB Financial Corp MBFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-78,928
| Closed | -$3.13M | – | 319 |
|
|
2018
Q4 | $3.13M | Hold |
78,928
| – | – | 0.41% | 37 |
|
|
2018
Q3 | $3.64M | Hold |
78,928
| – | – | 0.48% | 33 |
|
|
2018
Q2 | $3.69M | Hold |
78,928
| – | – | 0.54% | 29 |
|
|
2018
Q1 | $3.2M | Hold |
78,928
| – | – | 0.52% | 28 |
|
|
2017
Q4 | $3.51M | Sell |
78,928
-4,798
| -6% | -$214K | 0.6% | 28 |
|
|
2017
Q3 | $3.77M | Hold |
83,726
| – | – | 0.69% | 23 |
|
|
2017
Q2 | $3.69M | Buy |
+83,726
| New | +$3.69M | 0.7% | 24 |
|
|
2017
Q1 | – | Sell |
-83,726
| Closed | -$3.95M | – | 208 |
|
|
2016
Q4 | $3.95M | Sell |
83,726
-2,810
| -3% | -$133K | 0.79% | 20 |
|
|
2016
Q3 | $3.29M | Sell |
86,536
-1,500
| -2% | -$57.1K | 0.8% | 19 |
|
|
2016
Q2 | $3.19M | Sell |
88,036
-2,825
| -3% | -$102K | 0.85% | 17 |
|
|
2016
Q1 | $2.95M | Hold |
90,861
| – | – | 0.79% | 18 |
|
|
2015
Q4 | $2.94M | Buy |
+90,861
| New | +$2.94M | 0.83% | 17 |
|
|
2015
Q3 | – | Sell |
-93,391
| Closed | -$2.92M | – | 161 |
|
|
2015
Q2 | $2.92M | Buy |
+93,391
| New | +$2.92M | 1% | 18 |
|