YorkBridge Wealth Partners’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$41K | – | 793 |
|
|
2018
Q3 | $41K | Hold |
1,000
| – | – | 0.02% | 381 |
|
|
2018
Q2 | $39K | Sell |
1,000
-2,000
| -67% | -$78K | 0.02% | 391 |
|
|
2018
Q1 | $115K | Hold |
3,000
| – | – | 0.05% | 274 |
|
|
2017
Q4 | $99K | Hold |
3,000
| – | – | 0.05% | 294 |
|
|
2017
Q3 | $78K | Hold |
3,000
| – | – | 0.04% | 323 |
|
|
2017
Q2 | $78K | Buy |
+3,000
| New | +$78K | 0.04% | 316 |
|