Advisors Asset Management’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,800
| Closed | -$171K | – | 1498 |
|
|
2022
Q4 | $171K | Sell |
6,800
-1,882
| -22% | -$47.3K | ﹤0.01% | 1150 |
|
|
2022
Q3 | $229K | Sell |
8,682
-287
| -3% | -$7.57K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $217K | Sell |
8,969
-129
| -1% | -$3.12K | ﹤0.01% | 1151 |
|
|
2022
Q1 | $244K | Sell |
9,098
-307
| -3% | -$8.23K | ﹤0.01% | 1184 |
|
|
2021
Q4 | $340K | Sell |
9,405
-46
| -0.5% | -$1.66K | ﹤0.01% | 1103 |
|
|
2021
Q3 | $315K | Buy |
9,451
+24
| +0.3% | +$800 | ﹤0.01% | 1137 |
|
|
2021
Q2 | $251K | Buy |
9,427
+4,176
| +80% | +$111K | ﹤0.01% | 1167 |
|
|
2021
Q1 | $143K | Buy |
+5,251
| New | +$143K | ﹤0.01% | 1278 |
|