Omnia Family Wealth’s MBIA MBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-284,018
| Closed | -$2.64M | – | 94 |
|
|
2019
Q2 | $2.64M | Hold |
284,018
| – | – | 1.33% | 15 |
|
|
2019
Q1 | $2.7M | Hold |
284,018
| – | – | 1.33% | 15 |
|
|
2018
Q4 | $2.53M | Hold |
284,018
| – | – | 1.37% | 16 |
|
|
2018
Q3 | $3.04M | Hold |
284,018
| – | – | 1.39% | 10 |
|
|
2018
Q2 | $2.57M | Hold |
284,018
| – | – | 1.2% | 13 |
|
|
2018
Q1 | $2.63M | Hold |
284,018
| – | – | 1.21% | 14 |
|
|
2017
Q4 | $2.08M | Sell |
284,018
-2,500
| -0.9% | -$18.3K | 0.95% | 15 |
|
|
2017
Q3 | $2.49M | Hold |
286,518
| – | – | 1.21% | 15 |
|
|
2017
Q2 | $2.7M | Hold |
286,518
| – | – | 1.29% | 14 |
|
|
2017
Q1 | $2.43M | Sell |
286,518
-39,400
| -12% | -$334K | 1.18% | 14 |
|
|
2016
Q4 | $3.49M | Buy |
+325,918
| New | +$3.49M | 1.73% | 13 |
|