Plante Moran Financial Advisors’s Malibu Boats MBUU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-111	Closed	-$6.51K	–	835
2023 Q2	$6.51K	Sell	111 -153	-58%	-$8.98K	﹤0.01%	607
2023 Q1	$14.9K	Buy	264 +153	+138%	+$8.64K	﹤0.01%	506
2022 Q4	$5.92K	Hold	111	–	–	﹤0.01%	652
2022 Q3	$5K	Hold	111	–	–	﹤0.01%	697
2022 Q2	$6K	Hold	111	–	–	﹤0.01%	683
2022 Q1	$6K	Hold	111	–	–	﹤0.01%	659
2021 Q4	$8K	Hold	111	–	–	﹤0.01%	727
2021 Q3	$8K	Hold	111	–	–	﹤0.01%	727
2021 Q2	$8K	Hold	111	–	–	﹤0.01%	712
2021 Q1	$9K	Hold	111	–	–	﹤0.01%	672
2020 Q4	$7K	Hold	111	–	–	﹤0.01%	666
2020 Q3	$6K	Hold	111	–	–	﹤0.01%	666
2020 Q2	$6K	Hold	111	–	–	﹤0.01%	574
2020 Q1	$3K	Hold	111	–	–	﹤0.01%	623
2019 Q4	$5K	Hold	111	–	–	﹤0.01%	613
2019 Q3	$3K	Hold	111	–	–	﹤0.01%	741
2019 Q2	$4K	Hold	111	–	–	﹤0.01%	670
2019 Q1	$4K	Hold	111	–	–	﹤0.01%	659
2018 Q4	$4K	Hold	111	–	–	﹤0.01%	621
2018 Q3	$6K	Hold	111	–	–	﹤0.01%	568
2018 Q2	$5K	Hold	111	–	–	﹤0.01%	631
2018 Q1	$4K	Buy	+111	New	+$4K	﹤0.01%	755
2017 Q1	–	Sell	-188	Closed	-$4K	–	960
2016 Q4	$4K	Buy	188 +6	+3%	+$128	﹤0.01%	755
2016 Q3	$3K	Buy	+182	New	+$3K	﹤0.01%	789