WA
Wealth Architects’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-23,297
| Closed | -$71K | – | 137 |
|
|
2019
Q1 | $71K | Hold |
23,297
| – | – | 0.02% | 138 |
|
|
2018
Q4 | $70K | Sell |
23,297
-9,557
| -29% | -$28.7K | 0.03% | 125 |
|
|
2018
Q3 | $115K | Buy |
32,854
+628
| +2% | +$2.2K | 0.04% | 132 |
|
|
2018
Q2 | $109K | Hold |
32,226
| – | – | 0.04% | 127 |
|
|
2018
Q1 | $119K | Sell |
32,226
-555
| -2% | -$2.05K | 0.04% | 124 |
|
|
2017
Q4 | $119K | Hold |
32,781
| – | – | 0.04% | 130 |
|
|
2017
Q3 | $116K | Hold |
32,781
| – | – | 0.04% | 124 |
|
|
2017
Q2 | $120K | Hold |
32,781
| – | – | 0.04% | 117 |
|
|
2017
Q1 | $121K | Hold |
32,781
| – | – | 0.05% | 117 |
|
|
2016
Q4 | $118K | Hold |
32,781
| – | – | 0.05% | 115 |
|
|
2016
Q3 | $110K | Buy |
32,781
+16,563
| +102% | +$55.6K | 0.05% | 113 |
|
|
2016
Q2 | $46K | Buy |
+16,218
| New | +$46K | 0.02% | 109 |
|
|
2016
Q1 | – | Sell |
-18,553
| Closed | -$75K | – | 119 |
|
|
2015
Q4 | $75K | Buy |
+18,553
| New | +$75K | 0.04% | 118 |
|