PMFA
MBRG
Plante Moran Financial Advisors’s Middleburg Financial Corp MBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-300
| Closed | -$12K | – | 938 |
|
|
2017
Q1 | $12K | Hold |
300
| – | – | 0.01% | 555 |
|
|
2016
Q4 | $10K | Hold |
300
| – | – | 0.01% | 597 |
|
|
2016
Q3 | $8K | Hold |
300
| – | – | 0.01% | 632 |
|
|
2016
Q2 | $8K | Hold |
300
| – | – | 0.01% | 565 |
|
|
2016
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 569 |
|
|
2015
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 702 |
|
|
2015
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 596 |
|
|
2015
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 630 |
|
|
2015
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 624 |
|
|
2014
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 675 |
|
|
2014
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 689 |
|
|
2014
Q2 | $6K | Buy |
300
+100
| +50% | +$2K | 0.01% | 653 |
|
|
2014
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 510 |
|
|
2013
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 577 |
|
|
2013
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 506 |
|
|
2013
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 490 |
|