Wealthspire Advisors (Maryland)’s MKS Inc. Common Stock MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12
| Closed | -$1K | – | 1411 |
|
|
2019
Q1 | $1K | Sell |
12
-10
| -45% | -$833 | ﹤0.01% | 2357 |
|
|
2018
Q4 | $1K | Sell |
22
-120
| -85% | -$5.46K | ﹤0.01% | 2294 |
|
|
2018
Q3 | $11K | Buy |
142
+8
| +6% | +$620 | ﹤0.01% | 1482 |
|
|
2018
Q2 | $13K | Sell |
134
-159
| -54% | -$15.4K | ﹤0.01% | 1454 |
|
|
2018
Q1 | $34K | Sell |
293
-11
| -4% | -$1.28K | ﹤0.01% | 1125 |
|
|
2017
Q4 | $29K | Sell |
304
-538
| -64% | -$51.3K | ﹤0.01% | 1211 |
|
|
2017
Q3 | $80K | Buy |
842
+642
| +321% | +$61K | 0.01% | 797 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 1436 |
|
|
2017
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 1202 |
|