Plante Moran Financial Advisors’s MasterBrand MBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-134
| Closed | -$1.96K | – | 911 |
|
2024
Q4 | $1.96K | Hold |
134
| – | – | ﹤0.01% | 783 |
|
2024
Q3 | $2.48K | Hold |
134
| – | – | ﹤0.01% | 741 |
|
2024
Q2 | $1.97K | Hold |
134
| – | – | ﹤0.01% | 706 |
|
2024
Q1 | $2.51K | Hold |
134
| – | – | ﹤0.01% | 754 |
|
2023
Q4 | $1.99K | Hold |
134
| – | – | ﹤0.01% | 724 |
|
2023
Q3 | $1.63K | Hold |
134
| – | – | ﹤0.01% | 670 |
|
2023
Q2 | $1.56K | Hold |
134
| – | – | ﹤0.01% | 704 |
|
2023
Q1 | $1.08K | Sell |
134
-3
| -2% | -$24 | ﹤0.01% | 734 |
|
2022
Q4 | $1.03K | Buy |
+137
| New | +$1.03K | ﹤0.01% | 766 |
|