Wellesley Investment Partners’s Mattel MAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,920
| Closed | -$328K | – | 114 |
|
|
2016
Q4 | $328K | Sell |
11,920
-424
| -3% | -$11.7K | 0.16% | 83 |
|
|
2016
Q3 | $373K | Sell |
12,344
-2,022
| -14% | -$61.1K | 0.19% | 75 |
|
|
2016
Q2 | $449K | Buy |
14,366
+1,038
| +8% | +$32.4K | 0.24% | 64 |
|
|
2016
Q1 | $448K | Buy |
13,328
+253
| +2% | +$8.5K | 0.27% | 66 |
|
|
2015
Q4 | $355K | Buy |
+13,075
| New | +$355K | 0.24% | 67 |
|