Wealthspire Advisors (Maryland)’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $44K | Buy |
+17,266
| New | +$44K | ﹤0.01% | 475 |
|
|
2019
Q2 | – | Sell |
-5,629
| Closed | -$17K | – | 1399 |
|
|
2019
Q1 | $17K | Buy |
5,629
+120
| +2% | +$362 | ﹤0.01% | 1342 |
|
|
2018
Q4 | $17K | Sell |
5,509
-2,461
| -31% | -$7.59K | ﹤0.01% | 1268 |
|
|
2018
Q3 | $28K | Buy |
7,970
+869
| +12% | +$3.05K | ﹤0.01% | 1176 |
|
|
2018
Q2 | $24K | Buy |
7,101
+779
| +12% | +$2.63K | ﹤0.01% | 1239 |
|
|
2018
Q1 | $23K | Buy |
6,322
+66
| +1% | +$240 | ﹤0.01% | 1254 |
|
|
2017
Q4 | $23K | Buy |
6,256
+662
| +12% | +$2.43K | ﹤0.01% | 1287 |
|
|
2017
Q3 | $20K | Buy |
5,594
+695
| +14% | +$2.49K | ﹤0.01% | 1300 |
|
|
2017
Q2 | $18K | Buy |
4,899
+355
| +8% | +$1.3K | ﹤0.01% | 1310 |
|
|
2017
Q1 | $17K | Buy |
4,544
+3,563
| +363% | +$13.3K | ﹤0.01% | 1145 |
|
|
2016
Q4 | $4K | Hold |
981
| – | – | ﹤0.01% | 1425 |
|
|
2016
Q3 | $3K | Hold |
981
| – | – | ﹤0.01% | 1479 |
|
|
2016
Q2 | $3K | Sell |
981
-187
| -16% | -$572 | ﹤0.01% | 1440 |
|
|
2016
Q1 | $3K | Sell |
1,168
-621
| -35% | -$1.6K | ﹤0.01% | 1456 |
|
|
2015
Q4 | $7K | Buy |
+1,789
| New | +$7K | ﹤0.01% | 1274 |
|