RKL Wealth Management’s Magna International MGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-22,073
| Closed | -$1.1M | – | 129 |
|
|
2019
Q2 | $1.1M | Buy |
22,073
+118
| +0.5% | +$5.86K | 0.2% | 72 |
|
|
2019
Q1 | $1.07M | Sell |
21,955
-365
| -2% | -$17.8K | 0.21% | 73 |
|
|
2018
Q4 | $1.01M | Sell |
22,320
-521
| -2% | -$23.6K | 0.23% | 68 |
|
|
2018
Q3 | $1.21M | Sell |
22,841
-1,119
| -5% | -$59.1K | 0.26% | 73 |
|
|
2018
Q2 | $1.39M | Sell |
23,960
-386
| -2% | -$22.4K | 0.31% | 62 |
|
|
2018
Q1 | $1.37M | Buy |
24,346
+453
| +2% | +$25.5K | 0.32% | 63 |
|
|
2017
Q4 | $1.36M | Buy |
23,893
+1,704
| +8% | +$96.6K | 0.33% | 62 |
|
|
2017
Q3 | $1.18M | Buy |
22,189
+3,582
| +19% | +$191K | 0.33% | 62 |
|
|
2017
Q2 | $858K | Buy |
18,607
+8,058
| +76% | +$372K | 0.27% | 82 |
|
|
2017
Q1 | $455K | Buy |
+10,549
| New | +$455K | 0.18% | 89 |
|