Aevitas Wealth Management’s Barings Corporate Investors MCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,391
| Closed | -$52K | – | 233 |
|
|
2019
Q1 | $52K | Buy |
3,391
+60
| +2% | +$920 | 0.05% | 186 |
|
|
2018
Q4 | $49K | Sell |
3,331
-1,995
| -37% | -$29.3K | 0.05% | 181 |
|
|
2018
Q3 | $82K | Buy |
5,326
+97
| +2% | +$1.49K | 0.07% | 157 |
|
|
2018
Q2 | $79K | Buy |
5,229
+96
| +2% | +$1.45K | 0.08% | 151 |
|
|
2018
Q1 | $78K | Buy |
5,133
+92
| +2% | +$1.4K | 0.08% | 150 |
|
|
2017
Q4 | $77K | Buy |
+5,041
| New | +$77K | 0.07% | 153 |
|