Harbor Investment Advisory, LLC Unified Ser Tr Ballast Small/M Transaction History

Harbor Investment Advisory, LLC

  • $1.31 Billion
  • Q2 2025

A detailed history of Harbor Investment Advisory, LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 1,095 shares of MGMT stock, worth $45,661. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,095
Previous 1,387 21.05%
Holding current value
$45,661
Previous $53,000 18.87%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
SELL
$33.53 - $39.61 $9,790 - $11,566
-292 Reduced 21.05%
1,095 $43,000
Q1 2025

Apr 09, 2025
BUY
$37.73 - $43.15 $5,508 - $6,299
146 Added 11.76%
1,387 $53,000
Q4 2024

Jan 16, 2025
SELL
$37.84 - $44.21 $16,157 - $18,877
-427 Reduced 25.6%
1,241 $51,000
Q3 2024

Oct 04, 2024
BUY
$34.88 - $39.23 $1,325 - $1,490
38 Added 2.33%
1,668 $64,000
Q2 2024

Jul 19, 2024
BUY
$35.08 - $37.53 $57,180 - $61,173
1,630 New
1,630 $58,000

Others Institutions Holding MGMT

# of Institutions
47
Shares Held
2.99M
Call Options Held
0
Put Options Held
0
View Full List

About UNIFIED SER TR BALLAST SMALL/M

MGMT Quotes by TradingView
  • Ticker MGMT
  • Sector ETFs
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More about MGMT
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