Summit Global Investments’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,559
| Closed | -$847K | – | 543 |
|
|
2024
Q1 | $847K | Sell |
19,559
-3,486
| -15% | -$151K | 0.06% | 245 |
|
|
2023
Q4 | $1.26M | Buy |
23,045
+4,665
| +25% | +$256K | 0.08% | 201 |
|
|
2023
Q3 | $901K | Buy |
18,380
+1,315
| +8% | +$64.5K | 0.06% | 243 |
|
|
2023
Q2 | $1M | Buy |
17,065
+8,865
| +108% | +$520K | 0.07% | 231 |
|
|
2023
Q1 | $463K | Buy |
+8,200
| New | +$463K | 0.04% | 361 |
|
|
2022
Q2 | – | Sell |
-9,600
| Closed | -$557K | – | 501 |
|
|
2022
Q1 | $557K | Buy |
+9,600
| New | +$557K | 0.04% | 314 |
|
|
2021
Q3 | – | Sell |
-4,400
| Closed | -$323K | – | 528 |
|
|
2021
Q2 | $323K | Buy |
+4,400
| New | +$323K | 0.02% | 446 |
|