Mission Wealth Management’s New York Times NYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,734
| Closed | -$555K | – | 497 |
|
|
2021
Q2 | $555K | Buy |
12,734
+52
| +0.4% | +$2.27K | 0.03% | 260 |
|
|
2021
Q1 | $642K | Buy |
12,682
+1,668
| +15% | +$84.4K | 0.04% | 213 |
|
|
2020
Q4 | $570K | Buy |
11,014
+2,982
| +37% | +$154K | 0.04% | 209 |
|
|
2020
Q3 | $344K | Buy |
8,032
+271
| +3% | +$11.6K | 0.03% | 254 |
|
|
2020
Q2 | $326K | Buy |
7,761
+1,087
| +16% | +$45.7K | 0.03% | 236 |
|
|
2020
Q1 | $205K | Buy |
6,674
+79
| +1% | +$2.43K | 0.02% | 277 |
|
|
2019
Q4 | $212K | Buy |
+6,595
| New | +$212K | 0.02% | 317 |
|
|
2019
Q3 | – | Sell |
-6,248
| Closed | -$204K | – | 329 |
|
|
2019
Q2 | $204K | Sell |
6,248
-7
| -0.1% | -$229 | 0.02% | 309 |
|
|
2019
Q1 | $205K | Buy |
+6,255
| New | +$205K | 0.02% | 298 |
|