BWP
MHFI
Baldwin Wealth Partners’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-79,043
| Closed | -$7.82M | – | 515 |
|
|
2016
Q1 | $7.82M | Sell |
79,043
-1,764
| -2% | -$175K | 1.4% | 23 |
|
|
2015
Q4 | $7.97M | Sell |
80,807
-8,980
| -10% | -$885K | 1.3% | 25 |
|
|
2015
Q3 | $7.77M | Sell |
89,787
-4,660
| -5% | -$403K | 1.31% | 28 |
|
|
2015
Q2 | $9.49M | Buy |
94,447
+1,273
| +1% | +$128K | 1.41% | 24 |
|
|
2015
Q1 | $9.63M | Buy |
93,174
+15,490
| +20% | +$1.6M | 1.42% | 25 |
|
|
2014
Q4 | $6.91M | Sell |
77,684
-10,700
| -12% | -$952K | 1% | 34 |
|
|
2014
Q3 | $7.46M | Buy |
88,384
+9,224
| +12% | +$779K | 1.06% | 33 |
|
|
2014
Q2 | $6.57M | Buy |
79,160
+59,705
| +307% | +$4.96M | 0.98% | 36 |
|
|
2014
Q1 | $1.48M | Buy |
19,455
+5,125
| +36% | +$391K | 0.24% | 87 |
|
|
2013
Q4 | $1.12M | Buy |
+14,330
| New | +$1.12M | 0.18% | 115 |
|