Appleton Partners’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,985
| Closed | -$394K | – | 210 |
|
|
2016
Q1 | $394K | Sell |
3,985
-225
| -5% | -$22.2K | 0.08% | 154 |
|
|
2015
Q4 | $415K | Hold |
4,210
| – | – | 0.08% | 159 |
|
|
2015
Q3 | $364K | Buy |
4,210
+1,760
| +72% | +$152K | 0.08% | 156 |
|
|
2015
Q2 | $246K | Hold |
2,450
| – | – | 0.06% | 166 |
|
|
2015
Q1 | $253K | Sell |
2,450
-1,000
| -29% | -$103K | 0.06% | 161 |
|
|
2014
Q4 | $307K | Hold |
3,450
| – | – | 0.07% | 149 |
|
|
2014
Q3 | $291K | Hold |
3,450
| – | – | 0.07% | 150 |
|
|
2014
Q2 | $286K | Hold |
3,450
| – | – | 0.07% | 146 |
|
|
2014
Q1 | $263K | Sell |
3,450
-532
| -13% | -$40.6K | 0.06% | 151 |
|
|
2013
Q4 | $311K | Hold |
3,982
| – | – | 0.07% | 133 |
|
|
2013
Q3 | $261K | Hold |
3,982
| – | – | 0.07% | 137 |
|
|
2013
Q2 | $212K | Buy |
+3,982
| New | +$212K | 0.06% | 145 |
|