TCI Wealth Advisors’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-313
| Closed | -$7.64K | – | 1426 |
|
|
2023
Q1 | $7.64K | Sell |
313
-124
| -28% | -$3.03K | ﹤0.01% | 1245 |
|
|
2022
Q4 | $13.9K | Sell |
437
-7
| -2% | -$222 | ﹤0.01% | 867 |
|
|
2022
Q3 | $12K | Sell |
444
-1
| -0.2% | -$27 | ﹤0.01% | 916 |
|
|
2022
Q2 | $13K | Sell |
445
-14
| -3% | -$409 | ﹤0.01% | 858 |
|
|
2022
Q1 | $15K | Hold |
459
| – | – | ﹤0.01% | 839 |
|
|
2021
Q4 | $15K | Sell |
459
-10
| -2% | -$327 | ﹤0.01% | 875 |
|
|
2021
Q3 | $14K | Buy |
469
+9
| +2% | +$269 | ﹤0.01% | 861 |
|
|
2021
Q2 | $13K | Buy |
460
+147
| +47% | +$4.15K | ﹤0.01% | 781 |
|
|
2021
Q1 | $10K | Buy |
+313
| New | +$10K | ﹤0.01% | 840 |
|
|
2020
Q3 | – | Sell |
-144
| Closed | -$3K | – | 1585 |
|
|
2020
Q2 | $3K | Buy |
144
+45
| +45% | +$937 | ﹤0.01% | 916 |
|
|
2020
Q1 | $2K | Buy |
+99
| New | +$2K | ﹤0.01% | 1032 |
|