EWA
MHFI
Exencial Wealth Advisors’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 |
-32,665
| Closed | -$3.23M | – | 171 |
|
|
2016
Q1 | $3.23M | Buy |
32,665
+570
| +2% | +$56.4K | 1.52% | 18 |
|
|
2015
Q4 | $2.84M | Buy |
32,095
+356
| +1% | +$31.5K | 1.41% | 21 |
|
|
2015
Q3 | $2.75M | Buy |
31,739
+437
| +1% | +$37.8K | 1.34% | 27 |
|
|
2015
Q2 | $3.33M | Sell |
31,302
-5,178
| -14% | -$552K | 2.11% | 10 |
|
|
2015
Q1 | $3.76M | Sell |
36,480
-3,520
| -9% | -$363K | 1.58% | 14 |
|
|
2014
Q4 | $3.48M | Sell |
40,000
-1,657
| -4% | -$144K | 1.54% | 16 |
|
|
2014
Q3 | $3.52M | Sell |
41,657
-294
| -0.7% | -$24.8K | 1.55% | 15 |
|
|
2014
Q2 | $3.45M | Sell |
41,951
-1,946
| -4% | -$160K | 1.47% | 17 |
|
|
2014
Q1 | $3.31M | Sell |
43,897
-885
| -2% | -$66.8K | 1.38% | 23 |
|
|
2013
Q4 | $3.43M | Sell |
44,782
-2,335
| -5% | -$179K | 1.55% | 20 |
|
|
2013
Q3 | $3.35M | Buy |
47,117
+322
| +0.7% | +$22.9K | 1.57% | 20 |
|
|
2013
Q2 | $2.98M | Buy |
+46,795
| New | +$2.98M | 1.47% | 25 |
|