OneDigital Investment Advisors’s Mueller Water Products MWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,350
| Closed | -$53K | – | 904 |
|
|
2019
Q2 | $53K | Buy |
5,350
+3,700
| +224% | +$36.7K | ﹤0.01% | 559 |
|
|
2019
Q1 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 782 |
|
|
2018
Q4 | $15K | Buy |
1,650
+150
| +10% | +$1.36K | ﹤0.01% | 762 |
|
|
2018
Q3 | $17K | Hold |
1,500
| – | – | ﹤0.01% | 713 |
|
|
2018
Q2 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 849 |
|
|
2018
Q1 | $16K | Sell |
1,500
-1,000
| -40% | -$10.7K | ﹤0.01% | 884 |
|
|
2017
Q4 | $31K | Hold |
2,500
| – | – | ﹤0.01% | 648 |
|
|
2017
Q3 | $32K | Hold |
2,500
| – | – | 0.01% | 494 |
|
|
2017
Q2 | $29K | Buy |
+2,500
| New | +$29K | 0.01% | 619 |
|