Baldwin Wealth Partners’s CLECO CRP (HOLDING CO) CNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,100
| Closed | -$218K | – | 256 |
|
|
2015
Q3 | $218K | Hold |
4,100
| – | – | 0.04% | 212 |
|
|
2015
Q2 | $220K | Hold |
4,100
| – | – | 0.03% | 217 |
|
|
2015
Q1 | $224K | Hold |
4,100
| – | – | 0.03% | 219 |
|
|
2014
Q4 | $225K | Hold |
4,100
| – | – | 0.03% | 221 |
|
|
2014
Q3 | $200K | Hold |
4,100
| – | – | 0.03% | 236 |
|
|
2014
Q2 | $242K | Buy |
+4,100
| New | +$242K | 0.04% | 217 |
|