MIM
MBRG
Montgomery Investment Management’s Middleburg Financial Corp MBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-33,978
| Closed | -$1.36M | – | 105 |
|
|
2017
Q1 | $1.36M | Hold |
33,978
| – | – | 0.59% | 38 |
|
|
2016
Q4 | $1.18M | Sell |
33,978
-901
| -3% | -$31.3K | 0.51% | 47 |
|
|
2016
Q3 | $986K | Buy |
34,879
+4
| +0% | +$113 | 0.46% | 48 |
|
|
2016
Q2 | $949K | Buy |
+34,875
| New | +$949K | 0.46% | 44 |
|