WBH Advisory’s MBIA MBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-12,650
| Closed | -$117K | – | 232 |
|
2019
Q4 | $117K | Sell |
12,650
-750
| -6% | -$6.94K | 0.02% | 242 |
|
2019
Q3 | $123K | Sell |
13,400
-2,200
| -14% | -$20.2K | 0.03% | 236 |
|
2019
Q2 | $145K | Sell |
15,600
-6,550
| -30% | -$60.9K | 0.03% | 230 |
|
2019
Q1 | $210K | Sell |
22,150
-5,300
| -19% | -$50.2K | 0.05% | 223 |
|
2018
Q4 | $244 | Sell |
27,450
-5,650
| -17% | -$50 | 0.06% | 204 |
|
2018
Q3 | $353K | Buy |
+33,100
| New | +$353K | 0.09% | 187 |
|