Reilly Financial Advisors’s MKS Inc. Common Stock MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-50
| Closed | -$3K | – | 989 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 829 |
|
|
2018
Q3 | $4K | Sell |
50
-35
| -41% | -$2.8K | ﹤0.01% | 865 |
|
|
2018
Q2 | $8K | Sell |
85
-35
| -29% | -$3.29K | ﹤0.01% | 723 |
|
|
2018
Q1 | $14K | Hold |
120
| – | – | ﹤0.01% | 576 |
|
|
2017
Q4 | $11K | Sell |
120
-215
| -64% | -$19.7K | ﹤0.01% | 633 |
|
|
2017
Q3 | $32K | Sell |
335
-225
| -40% | -$21.5K | ﹤0.01% | 385 |
|
|
2017
Q2 | $38K | Hold |
560
| – | – | 0.01% | 354 |
|
|
2017
Q1 | $39K | Sell |
560
-100
| -15% | -$6.96K | 0.01% | 333 |
|
|
2016
Q4 | $39K | Sell |
660
-17,265
| -96% | -$1.02M | 0.01% | 316 |
|
|
2016
Q3 | $891K | Buy |
17,925
+1,765
| +11% | +$87.7K | 0.16% | 80 |
|
|
2016
Q2 | $696K | Buy |
16,160
+15,580
| +2,686% | +$671K | 0.13% | 85 |
|
|
2016
Q1 | $22K | Hold |
580
| – | – | ﹤0.01% | 428 |
|
|
2015
Q4 | $21K | Hold |
580
| – | – | ﹤0.01% | 445 |
|
|
2015
Q3 | $19K | Hold |
580
| – | – | ﹤0.01% | 622 |
|
|
2015
Q2 | $22K | Hold |
580
| – | – | ﹤0.01% | 650 |
|
|
2015
Q1 | $20K | Buy |
+580
| New | +$20K | ﹤0.01% | 668 |
|