BIM
Baldwin Investment Management’s Donegal Group Class A DGICA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,600
| Closed | -$307K | – | 201 |
|
|
2022
Q4 | $307K | Sell |
21,600
-1,000
| -4% | -$14.2K | 0.06% | 168 |
|
|
2022
Q3 | $305 | Hold |
22,600
| – | – | 0.06% | 166 |
|
|
2022
Q2 | $385 | Sell |
22,600
-7,000
| -24% | -$119 | 0.07% | 162 |
|
|
2022
Q1 | $397 | Hold |
29,600
| – | – | 0.06% | 179 |
|
|
2021
Q4 | $423 | Hold |
29,600
| – | – | 0.07% | 178 |
|
|
2021
Q3 | $429K | Hold |
29,600
| – | – | 0.07% | 168 |
|
|
2021
Q2 | $431K | Buy |
29,600
+5,000
| +20% | +$72.8K | 0.07% | 170 |
|
|
2021
Q1 | $366K | Sell |
24,600
-400
| -2% | -$5.95K | 0.07% | 182 |
|
|
2020
Q4 | $352K | Buy |
25,000
+7,600
| +44% | +$107K | 0.07% | 171 |
|
|
2020
Q3 | $245K | Buy |
+17,400
| New | +$245K | 0.06% | 183 |
|