Baldwin Wealth Partners’s Minerals Technologies MTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,548
| Closed | -$242K | – | 254 |
|
|
2015
Q2 | $242K | Buy |
3,548
+415
| +13% | +$28.3K | 0.04% | 211 |
|
|
2015
Q1 | $229K | Sell |
3,133
-33,175
| -91% | -$2.42M | 0.03% | 217 |
|
|
2014
Q4 | $2.52M | Buy |
36,308
+2,298
| +7% | +$160K | 0.36% | 65 |
|
|
2014
Q3 | $2.1M | Buy |
34,010
+717
| +2% | +$44.3K | 0.3% | 75 |
|
|
2014
Q2 | $2.18M | Buy |
33,293
+253
| +0.8% | +$16.6K | 0.32% | 70 |
|
|
2014
Q1 | $2.13M | Sell |
33,040
-8,384
| -20% | -$541K | 0.34% | 65 |
|
|
2013
Q4 | $2.49M | Buy |
41,424
+742
| +2% | +$44.6K | 0.4% | 66 |
|
|
2013
Q3 | $2.01M | Sell |
40,682
-753
| -2% | -$37.2K | 0.37% | 69 |
|
|
2013
Q2 | $1.71M | Buy |
+41,435
| New | +$1.71M | 0.34% | 79 |
|