SW
SkyOak Wealth’s Malibu Boats MBUU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,520
| Closed | -$265K | – | 251 |
|
|
2023
Q2 | $265K | Buy |
4,520
+518
| +13% | +$30.4K | 0.07% | 185 |
|
|
2023
Q1 | $226K | Buy |
+4,002
| New | +$226K | 0.07% | 209 |
|
|
2022
Q2 | – | Sell |
-3,644
| Closed | -$211K | – | 240 |
|
|
2022
Q1 | $211K | Buy |
3,644
+66
| +2% | +$3.82K | 0.06% | 215 |
|
|
2021
Q4 | $246K | Buy |
+3,578
| New | +$246K | 0.06% | 201 |
|