Wealthspire Advisors (Maryland)’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,288
| Closed | -$70K | – | 1454 |
|
|
2019
Q1 | $70K | Buy |
4,288
+1,000
| +30% | +$16.3K | 0.01% | 775 |
|
|
2018
Q4 | $49K | Buy |
3,288
+3,000
| +1,042% | +$44.7K | ﹤0.01% | 868 |
|
|
2018
Q3 | $7K | Sell |
288
-172
| -37% | -$4.18K | ﹤0.01% | 1667 |
|
|
2018
Q2 | $12K | Sell |
460
-116
| -20% | -$3.03K | ﹤0.01% | 1470 |
|
|
2018
Q1 | $16K | Sell |
576
-54
| -9% | -$1.5K | ﹤0.01% | 1373 |
|
|
2017
Q4 | $25K | Sell |
630
-5
| -0.8% | -$198 | ﹤0.01% | 1256 |
|
|
2017
Q3 | $23K | Sell |
635
-25
| -4% | -$906 | ﹤0.01% | 1252 |
|
|
2017
Q2 | $16K | Sell |
660
-267
| -29% | -$6.47K | ﹤0.01% | 1343 |
|
|
2017
Q1 | $21K | Buy |
927
+199
| +27% | +$4.51K | ﹤0.01% | 1070 |
|
|
2016
Q4 | $17K | Hold |
728
| – | – | ﹤0.01% | 1066 |
|
|
2016
Q3 | $14K | Sell |
728
-15
| -2% | -$288 | ﹤0.01% | 1168 |
|
|
2016
Q2 | $16K | Sell |
743
-34
| -4% | -$732 | ﹤0.01% | 1073 |
|
|
2016
Q1 | $13K | Sell |
777
-2,429
| -76% | -$40.6K | ﹤0.01% | 1122 |
|
|
2015
Q4 | $45K | Buy |
+3,206
| New | +$45K | 0.01% | 745 |
|