WFG Advisors’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-175
| Closed | -$4K | – | 1620 |
|
|
2017
Q1 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 1249 |
|
|
2016
Q4 | – | Sell |
-53
| Closed | -$1K | – | 1657 |
|
|
2016
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 1479 |
|
|
2016
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 1466 |
|
|
2016
Q1 | $1K | Sell |
53
-180
| -77% | -$3.4K | ﹤0.01% | 1430 |
|
|
2015
Q4 | $3K | Hold |
233
| – | – | ﹤0.01% | 1302 |
|
|
2015
Q3 | $3K | Hold |
233
| – | – | ﹤0.01% | 1351 |
|
|
2015
Q2 | $4K | Hold |
233
| – | – | ﹤0.01% | 1382 |
|
|
2015
Q1 | $5K | Sell |
233
-1,104
| -83% | -$23.7K | ﹤0.01% | 1363 |
|
|
2014
Q4 | $27K | Buy |
1,337
+955
| +250% | +$19.3K | 0.01% | 1117 |
|
|
2014
Q3 | $8K | Hold |
382
| – | – | ﹤0.01% | 1542 |
|
|
2014
Q2 | $11K | Sell |
382
-718
| -65% | -$20.7K | ﹤0.01% | 1448 |
|
|
2014
Q1 | $31K | Hold |
1,100
| – | – | 0.01% | 1081 |
|
|
2013
Q4 | $23K | Buy |
1,100
+838
| +320% | +$17.5K | ﹤0.01% | 1299 |
|
|
2013
Q3 | $5K | Buy |
+262
| New | +$5K | ﹤0.01% | 1739 |
|