One Wealth Advisors’s Mueller Industries MLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,472
| Closed | -$243K | – | 234 |
|
|
2023
Q3 | $243K | Sell |
6,472
-82
| -1% | -$3.08K | 0.05% | 165 |
|
|
2023
Q2 | $286K | Sell |
6,554
-5,436
| -45% | -$237K | 0.06% | 149 |
|
|
2023
Q1 | $441K | Buy |
11,990
+2,404
| +25% | +$88.3K | 0.1% | 109 |
|
|
2022
Q4 | $283K | Buy |
9,586
+2,602
| +37% | +$76.8K | 0.06% | 151 |
|
|
2022
Q3 | $208K | Buy |
+6,984
| New | +$208K | 0.07% | 163 |
|