SVA Wealth Management’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,300
| Closed | -$136K | – | 212 |
|
|
2019
Q1 | $136K | Buy |
10,300
+300
| +3% | +$3.96K | 0.01% | 204 |
|
|
2018
Q4 | $105K | Hold |
10,000
| – | – | 0.01% | 203 |
|
|
2018
Q3 | $133K | Hold |
10,000
| – | – | 0.01% | 209 |
|
|
2018
Q2 | $107K | Sell |
10,000
-6,830
| -41% | -$73.1K | 0.01% | 209 |
|
|
2018
Q1 | $211K | Hold |
16,830
| – | – | 0.03% | 200 |
|
|
2017
Q4 | $237K | Hold |
16,830
| – | – | 0.03% | 191 |
|
|
2017
Q3 | $211K | Hold |
16,830
| – | – | 0.03% | 200 |
|
|
2017
Q2 | $188K | Buy |
16,830
+6,830
| +68% | +$76.3K | 0.02% | 196 |
|
|
2017
Q1 | $101K | Hold |
10,000
| – | – | 0.01% | 193 |
|
|
2016
Q4 | $102K | Hold |
10,000
| – | – | 0.02% | 195 |
|
|
2016
Q3 | $80K | Hold |
10,000
| – | – | 0.01% | 193 |
|
|
2016
Q2 | $59K | Hold |
10,000
| – | – | 0.01% | 200 |
|
|
2016
Q1 | $77K | Hold |
10,000
| – | – | 0.01% | 196 |
|
|
2015
Q4 | $88K | Hold |
10,000
| – | – | 0.02% | 206 |
|
|
2015
Q3 | $93K | Hold |
10,000
| – | – | 0.02% | 199 |
|
|
2015
Q2 | $114K | Sell |
10,000
-100
| -1% | -$1.14K | 0.02% | 201 |
|
|
2015
Q1 | $97K | Sell |
10,100
-200
| -2% | -$1.92K | 0.02% | 204 |
|
|
2014
Q4 | $96K | Hold |
10,300
| – | – | 0.03% | 180 |
|
|
2014
Q3 | $80K | Hold |
10,300
| – | – | 0.03% | 155 |
|
|
2014
Q2 | $95K | Buy |
10,300
+200
| +2% | +$1.85K | 0.04% | 159 |
|
|
2014
Q1 | $86K | Buy |
10,100
+100
| +1% | +$851 | 0.04% | 150 |
|
|
2013
Q4 | $84K | Buy |
+10,000
| New | +$84K | 0.05% | 130 |
|