Wealthspire Advisors (New York)’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,143
| Closed | -$74.2K | – | 573 |
|
|
2022
Q4 | $74.2K | Buy |
+26,143
| New | +$74.2K | ﹤0.01% | 561 |
|
|
2021
Q2 | – | Sell |
-17,696
| Closed | -$51K | – | 549 |
|
|
2021
Q1 | $51K | Hold |
17,696
| – | – | ﹤0.01% | 697 |
|
|
2020
Q4 | $45K | Buy |
17,696
+430
| +2% | +$1.09K | ﹤0.01% | 574 |
|
|
2020
Q3 | $44K | Buy |
+17,266
| New | +$44K | ﹤0.01% | 323 |
|
|
2020
Q2 | – | Sell |
-15,975
| Closed | -$37K | – | 432 |
|
|
2020
Q1 | $37K | Buy |
15,975
+5,242
| +49% | +$12.1K | ﹤0.01% | 546 |
|
|
2019
Q4 | $33K | Buy |
+10,733
| New | +$33K | ﹤0.01% | 214 |
|
|
2019
Q1 | – | Sell |
-6,524
| Closed | -$20K | – | 502 |
|
|
2018
Q4 | $20K | Buy |
+6,524
| New | +$20K | ﹤0.01% | 339 |
|