UBS AM’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,164
| Closed | -$215K | – | 2857 |
|
|
2024
Q1 | $215K | Hold |
9,164
| – | – | ﹤0.01% | 2451 |
|
|
2023
Q4 | $247K | Buy |
+9,164
| New | +$247K | ﹤0.01% | 2461 |
|
|
2023
Q3 | – | Sell |
-9,164
| Closed | -$224K | – | 2654 |
|
|
2023
Q2 | $224K | Hold |
9,164
| – | – | ﹤0.01% | 2548 |
|
|
2023
Q1 | $224K | Hold |
9,164
| – | – | ﹤0.01% | 2548 |
|
|
2022
Q4 | $291K | Buy |
+9,164
| New | +$291K | ﹤0.01% | 2341 |
|
|
2021
Q2 | – | Sell |
-8,332
| Closed | -$258K | – | 2772 |
|
|
2021
Q1 | $258K | Hold |
8,332
| – | – | ﹤0.01% | 2515 |
|
|
2020
Q4 | $204K | Buy |
+8,332
| New | +$204K | ﹤0.01% | 2500 |
|