MPAM
Monarch Partners Asset Management’s MidWestOne Financial Group MOFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-27,421
| Closed | -$574K | – | 194 |
|
|
2020
Q1 | $574K | Hold |
27,421
| – | – | 0.2% | 100 |
|
|
2019
Q4 | $993K | Hold |
27,421
| – | – | 0.22% | 103 |
|
|
2019
Q3 | $837K | Buy |
27,421
+3,250
| +13% | +$99.2K | 0.13% | 117 |
|
|
2019
Q2 | $676K | Hold |
24,171
| – | – | 0.1% | 121 |
|
|
2019
Q1 | $659K | Hold |
24,171
| – | – | 0.1% | 126 |
|
|
2018
Q4 | $600K | Sell |
24,171
-369
| -2% | -$9.16K | 0.09% | 140 |
|
|
2018
Q3 | $817K | Hold |
24,540
| – | – | 0.07% | 133 |
|
|
2018
Q2 | $829K | Hold |
24,540
| – | – | 0.08% | 138 |
|
|
2018
Q1 | $817K | Buy |
24,540
+8,790
| +56% | +$293K | 0.08% | 140 |
|
|
2017
Q4 | $528K | Buy |
15,750
+2,110
| +15% | +$70.7K | 0.05% | 140 |
|
|
2017
Q3 | $460K | Hold |
13,640
| – | – | 0.04% | 160 |
|
|
2017
Q2 | $462K | Buy |
13,640
+3,640
| +36% | +$123K | 0.05% | 148 |
|
|
2017
Q1 | $343K | Buy |
+10,000
| New | +$343K | 0.03% | 156 |
|