Wealthspire Advisors (Maryland)’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-3,587
| Closed | -$47K | – | 1448 |
|
2019
Q1 | $47K | Sell |
3,587
-355
| -9% | -$4.65K | ﹤0.01% | 920 |
|
2018
Q4 | $41K | Sell |
3,942
-3,953
| -50% | -$41.1K | ﹤0.01% | 941 |
|
2018
Q3 | $105K | Sell |
7,895
-2,539
| -24% | -$33.8K | 0.01% | 668 |
|
2018
Q2 | $112K | Buy |
10,434
+3,259
| +45% | +$35K | 0.01% | 660 |
|
2018
Q1 | $93K | Buy |
7,175
+1,396
| +24% | +$18.1K | 0.01% | 742 |
|
2017
Q4 | $82K | Buy |
5,779
+2,787
| +93% | +$39.5K | 0.01% | 793 |
|
2017
Q3 | $37K | Buy |
2,992
+654
| +28% | +$8.09K | ﹤0.01% | 1081 |
|
2017
Q2 | $26K | Buy |
2,338
+1,811
| +344% | +$20.1K | ﹤0.01% | 1169 |
|
2017
Q1 | $5K | Buy |
527
+100
| +23% | +$949 | ﹤0.01% | 1520 |
|
2016
Q4 | $4K | Hold |
427
| – | – | ﹤0.01% | 1427 |
|
2016
Q3 | $3K | Hold |
427
| – | – | ﹤0.01% | 1480 |
|
2016
Q2 | $3K | Sell |
427
-1,227
| -74% | -$8.62K | ﹤0.01% | 1443 |
|
2016
Q1 | $13K | Buy |
1,654
+165
| +11% | +$1.3K | ﹤0.01% | 1121 |
|
2015
Q4 | $13K | Buy |
+1,489
| New | +$13K | ﹤0.01% | 1117 |
|