OneDigital Investment Advisors’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-1,385
| Closed | -$58K | – | 1121 |
|
2018
Q2 | $58K | Hold |
1,385
| – | – | 0.01% | 457 |
|
2018
Q1 | $46K | Hold |
1,385
| – | – | 0.01% | 547 |
|
2017
Q4 | $41K | Hold |
1,385
| – | – | ﹤0.01% | 569 |
|
2017
Q3 | $44K | Hold |
1,385
| – | – | 0.02% | 414 |
|
2017
Q2 | $36K | Buy |
+1,385
| New | +$36K | 0.01% | 563 |
|