Modera Wealth Management’s Myers Industries MYE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-16,499
| Closed | -$221K | – | 616 |
|
2024
Q2 | $221K | Hold |
16,499
| – | – | ﹤0.01% | 527 |
|
2024
Q1 | $382K | Hold |
16,499
| – | – | 0.01% | 433 |
|
2023
Q4 | $323K | Sell |
16,499
-1,019
| -6% | -$19.9K | 0.01% | 463 |
|
2023
Q3 | $314K | Hold |
17,518
| – | – | 0.01% | 444 |
|
2023
Q2 | $340K | Sell |
17,518
-12,071
| -41% | -$235K | 0.01% | 449 |
|
2023
Q1 | $634K | Hold |
29,589
| – | – | 0.02% | 192 |
|
2022
Q4 | $658K | Hold |
29,589
| – | – | 0.03% | 180 |
|
2022
Q3 | $487K | Hold |
29,589
| – | – | 0.02% | 187 |
|
2022
Q2 | $673K | Hold |
29,589
| – | – | 0.03% | 169 |
|
2022
Q1 | $639K | Hold |
29,589
| – | – | 0.03% | 183 |
|
2021
Q4 | $592K | Buy |
29,589
+8,362
| +39% | +$167K | 0.02% | 246 |
|
2021
Q3 | $415K | Buy |
21,227
+4,398
| +26% | +$86K | 0.02% | 167 |
|
2021
Q2 | $353K | Buy |
+16,829
| New | +$353K | 0.02% | 173 |
|