Baldwin Wealth Partners’s MB Financial Corp MBFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,377
| Closed | -$451K | – | 539 |
|
|
2018
Q4 | $451K | Hold |
11,377
| – | – | 0.08% | 125 |
|
|
2018
Q3 | $525K | Sell |
11,377
-814
| -7% | -$37.6K | 0.07% | 123 |
|
|
2018
Q2 | $569K | Hold |
12,191
| – | – | 0.09% | 115 |
|
|
2018
Q1 | $493K | Buy |
+12,191
| New | +$493K | 0.08% | 120 |
|
|
2017
Q3 | – | Sell |
-8,225
| Closed | -$362K | – | 510 |
|
|
2017
Q2 | $362K | Hold |
8,225
| – | – | 0.06% | 152 |
|
|
2017
Q1 | $352K | Sell |
8,225
-435
| -5% | -$18.6K | 0.06% | 154 |
|
|
2016
Q4 | $409K | Hold |
8,660
| – | – | 0.07% | 135 |
|
|
2016
Q3 | $329K | Buy |
+8,660
| New | +$329K | 0.06% | 150 |
|