Shakespeare Wealth Management’s Magna International MGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $226K | Hold |
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|
2023
Q4 | $245K | Hold |
|
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $335K | Hold |
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|
2021
Q3 | $318K | Hold |
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|
2021
Q2 | $346K | Hold |
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|
2021
Q1 | $364K | Hold |
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|
2020
Q4 | $293K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Hold |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $220K | Buy |
|