Summit Financial Wealth Advisors’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 |
-14,117
| Closed | -$702K | – | 151 |
|
|
2019
Q2 | $702K | Sell |
14,117
-19,521
| -58% | -$971K | 0.17% | 85 |
|
|
2019
Q1 | $1.73M | Buy |
33,638
+6,491
| +24% | +$334K | 0.46% | 53 |
|
|
2018
Q4 | $1.23M | Buy |
27,147
+1,253
| +5% | +$57K | 0.4% | 54 |
|
|
2018
Q3 | $1.25M | Sell |
25,894
-13,153
| -34% | -$635K | 0.37% | 57 |
|
|
2018
Q2 | $2.2M | Hold |
39,047
| – | – | 0.74% | 44 |
|
|
2018
Q1 | $2.2M | Buy |
39,047
+10,510
| +37% | +$592K | 0.72% | 44 |
|
|
2017
Q4 | $1.62M | Buy |
28,537
+4,372
| +18% | +$248K | 0.56% | 50 |
|
|
2017
Q3 | $1.29M | Buy |
+24,165
| New | +$1.29M | 0.47% | 58 |
|