Williams Jones Wealth Management’s Metropolitan Bank Holding Corp MCB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,900
| Closed | -$229K | – | 578 |
|
2022
Q4 | $229K | Sell |
3,900
-1,772
| -31% | -$104K | ﹤0.01% | 485 |
|
2022
Q3 | $365K | Hold |
5,672
| – | – | 0.01% | 414 |
|
2022
Q2 | $394K | Hold |
5,672
| – | – | 0.01% | 404 |
|
2022
Q1 | $577K | Hold |
5,672
| – | – | 0.01% | 328 |
|
2021
Q4 | $604K | Sell |
5,672
-425
| -7% | -$45.3K | 0.01% | 306 |
|
2021
Q3 | $514K | Hold |
6,097
| – | – | 0.01% | 318 |
|
2021
Q2 | $367K | Hold |
6,097
| – | – | 0.01% | 371 |
|
2021
Q1 | $307K | Buy |
+6,097
| New | +$307K | ﹤0.01% | 386 |
|