Wealthspire Advisors (Maryland)’s Mueller Industries MLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,338
| Closed | -$37K | – | 1414 |
|
|
2019
Q1 | $37K | Sell |
2,338
-438
| -16% | -$6.93K | ﹤0.01% | 1020 |
|
|
2018
Q4 | $32K | Sell |
2,776
-40
| -1% | -$461 | ﹤0.01% | 1026 |
|
|
2018
Q3 | $41K | Buy |
2,816
+104
| +4% | +$1.51K | ﹤0.01% | 1033 |
|
|
2018
Q2 | $40K | Buy |
2,712
+624
| +30% | +$9.2K | ﹤0.01% | 1063 |
|
|
2018
Q1 | $27K | Sell |
2,088
-206
| -9% | -$2.66K | ﹤0.01% | 1201 |
|
|
2017
Q4 | $41K | Buy |
2,294
+154
| +7% | +$2.75K | ﹤0.01% | 1086 |
|
|
2017
Q3 | $37K | Buy |
2,140
+334
| +18% | +$5.78K | ﹤0.01% | 1080 |
|
|
2017
Q2 | $27K | Hold |
1,806
| – | – | ﹤0.01% | 1157 |
|
|
2017
Q1 | $31K | Sell |
1,806
-54
| -3% | -$927 | ﹤0.01% | 945 |
|
|
2016
Q4 | $37K | Sell |
1,860
-364
| -16% | -$7.24K | 0.01% | 852 |
|
|
2016
Q3 | $36K | Buy |
2,224
+322
| +17% | +$5.21K | 0.01% | 875 |
|
|
2016
Q2 | $30K | Buy |
1,902
+318
| +20% | +$5.02K | 0.01% | 867 |
|
|
2016
Q1 | $23K | Buy |
1,584
+166
| +12% | +$2.41K | ﹤0.01% | 926 |
|
|
2015
Q4 | $19K | Buy |
+1,418
| New | +$19K | ﹤0.01% | 986 |
|