Summit Place Financial Advisors’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,250
| Closed | -$376K | – | 106 |
|
|
2021
Q1 | $376K | Sell |
18,250
-3,700
| -17% | -$76.2K | 0.3% | 82 |
|
|
2020
Q4 | $292K | Sell |
21,950
-20,250
| -48% | -$269K | 0.25% | 77 |
|
|
2020
Q3 | $355K | Sell |
42,200
-6,150
| -13% | -$51.7K | 0.36% | 72 |
|
|
2020
Q2 | $526K | Buy |
48,350
+19,300
| +66% | +$210K | 0.83% | 38 |
|
|
2020
Q1 | $247K | Buy |
29,050
+6,850
| +31% | +$58.2K | 0.53% | 39 |
|
|
2019
Q4 | $389K | Buy |
+22,200
| New | +$389K | 0.62% | 40 |
|