Schwarz Dygos Wheeler Investment Advisors’s MasterCraft Boat Holdings MCFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-9,000
| Closed | -$233K | – | 143 |
|
2022
Q4 | $233K | Buy |
+9,000
| New | +$233K | 0.09% | 110 |
|
2022
Q2 | – | Sell |
-9,000
| Closed | -$221K | – | 137 |
|
2022
Q1 | $221K | Sell |
9,000
-3,000
| -25% | -$73.7K | 0.07% | 121 |
|
2021
Q4 | $340K | Hold |
12,000
| – | – | 0.12% | 99 |
|
2021
Q3 | $301K | Hold |
12,000
| – | – | 0.11% | 105 |
|
2021
Q2 | $315K | Hold |
12,000
| – | – | 0.11% | 101 |
|
2021
Q1 | $319K | Hold |
12,000
| – | – | 0.13% | 93 |
|
2020
Q4 | $298K | Hold |
12,000
| – | – | 0.14% | 85 |
|
2020
Q3 | $210K | Hold |
12,000
| – | – | 0.12% | 87 |
|
2020
Q2 | $218K | Buy |
+12,000
| New | +$218K | 0.14% | 80 |
|