Regal Investment Advisors’s MBT Financial Corporation MBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,952
| Closed | -$170K | – | 340 |
|
|
2019
Q2 | $170K | Buy |
16,952
+238
| +1% | +$2.39K | 0.03% | 303 |
|
|
2019
Q1 | $167K | Hold |
16,714
| – | – | 0.03% | 298 |
|
|
2018
Q4 | $155K | Buy |
16,714
+298
| +2% | +$2.76K | 0.03% | 320 |
|
|
2018
Q3 | $186K | Buy |
+16,416
| New | +$186K | 0.04% | 304 |
|
|
2018
Q2 | – | Sell |
-17,048
| Closed | -$183K | – | 330 |
|
|
2018
Q1 | $183K | Sell |
17,048
-10,000
| -37% | -$107K | 0.04% | 306 |
|
|
2017
Q4 | $287K | Buy |
27,048
+5,691
| +27% | +$60.4K | 0.06% | 230 |
|
|
2017
Q3 | $234K | Buy |
+21,357
| New | +$234K | 0.05% | 247 |
|
|
2015
Q4 | – | Sell |
-7,262
| Closed | -$45K | – | 976 |
|
|
2015
Q3 | $45K | Sell |
7,262
-1,000
| -12% | -$6.2K | 0.01% | 446 |
|
|
2015
Q2 | $47K | Sell |
8,262
-4,008
| -33% | -$22.8K | 0.01% | 429 |
|
|
2015
Q1 | $69K | Sell |
12,270
-26,268
| -68% | -$148K | 0.02% | 394 |
|
|
2014
Q4 | $192K | Buy |
38,538
+36,230
| +1,570% | +$181K | 0.05% | 234 |
|
|
2014
Q3 | $11K | Hold |
2,308
| – | – | ﹤0.01% | 682 |
|
|
2014
Q2 | $13K | Hold |
2,308
| – | – | ﹤0.01% | 625 |
|
|
2014
Q1 | $11K | Buy |
+2,308
| New | +$11K | ﹤0.01% | 632 |
|
|
2013
Q4 | – | Sell |
-5,308
| Closed | -$20K | – | 995 |
|
|
2013
Q3 | $20K | Hold |
5,308
| – | – | 0.01% | 476 |
|
|
2013
Q2 | $20K | Buy |
+5,308
| New | +$20K | 0.01% | 466 |
|