Sequoia Financial Advisors’s MasterBrand MBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,090
| Closed | -$145K | – | 1586 |
|
2025
Q1 | $145K | Sell |
11,090
-903
| -8% | -$11.8K | ﹤0.01% | 1288 |
|
2024
Q4 | $175K | Sell |
11,993
-1,283
| -10% | -$18.7K | ﹤0.01% | 1238 |
|
2024
Q3 | $246K | Buy |
13,276
+83
| +0.6% | +$1.54K | ﹤0.01% | 1069 |
|
2024
Q2 | $194K | Buy |
13,193
+93
| +0.7% | +$1.37K | ﹤0.01% | 1106 |
|
2024
Q1 | $245K | Buy |
13,100
+442
| +3% | +$8.28K | ﹤0.01% | 949 |
|
2023
Q4 | $188K | Buy |
12,658
+2,310
| +22% | +$34.3K | ﹤0.01% | 1111 |
|
2023
Q3 | $126K | Sell |
10,348
-211
| -2% | -$2.56K | ﹤0.01% | 899 |
|
2023
Q2 | $123K | Buy |
+10,559
| New | +$123K | ﹤0.01% | 905 |
|