Nelson Capital Management’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-102,266
| Closed | -$3.72M | – | 343 |
|
|
2018
Q4 | $3.72M | Sell |
102,266
-24,080
| -19% | -$876K | 1.04% | 38 |
|
|
2018
Q3 | $5.14M | Buy |
126,346
+2,445
| +2% | +$99.4K | 1.18% | 38 |
|
|
2018
Q2 | $4.78M | Buy |
123,901
+1,325
| +1% | +$51.2K | 1.23% | 41 |
|
|
2018
Q1 | $4.77M | Buy |
122,576
+2,231
| +2% | +$86.8K | 1.24% | 40 |
|
|
2017
Q4 | $3.67M | Buy |
120,345
+3,150
| +3% | +$95.9K | 1.14% | 41 |
|
|
2017
Q3 | $3.03M | Buy |
117,195
+325
| +0.3% | +$8.4K | 1% | 44 |
|
|
2017
Q2 | $3.18M | Buy |
+116,870
| New | +$3.18M | 1.08% | 43 |
|