WBH Advisory’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,674
| Closed | -$207K | – | 203 |
|
|
2015
Q2 | $207K | Sell |
11,674
-1,408
| -11% | -$25K | 0.08% | 190 |
|
|
2015
Q1 | $255 | Sell |
13,082
-3,726
| -22% | -$73 | 0.07% | 180 |
|
|
2014
Q4 | $336K | Sell |
16,808
-11,426
| -40% | -$228K | 0.13% | 153 |
|
|
2014
Q3 | $599K | Sell |
28,234
-276
| -1% | -$5.86K | 0.21% | 103 |
|
|
2014
Q2 | $848K | Buy |
28,510
+9,273
| +48% | +$276K | 0.32% | 78 |
|
|
2014
Q1 | $548K | Buy |
+19,237
| New | +$548K | 0.22% | 113 |
|