BIM
Baldwin Investment Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-841
| Closed | -$337K | – | 202 |
|
|
2022
Q4 | $337K | Buy |
+841
| New | +$337K | 0.06% | 159 |
|
|
2022
Q3 | – | Sell |
-570
| Closed | -$219 | – | 204 |
|
|
2022
Q2 | $219 | Sell |
570
-144
| -20% | -$55 | 0.04% | 209 |
|
|
2022
Q1 | $310 | Buy |
714
+97
| +16% | +$42 | 0.05% | 201 |
|
|
2021
Q4 | $300 | Sell |
617
-63
| -9% | -$31 | 0.05% | 203 |
|
|
2021
Q3 | $268K | Sell |
680
-92
| -12% | -$36.3K | 0.05% | 210 |
|
|
2021
Q2 | $259K | Buy |
+772
| New | +$259K | 0.04% | 215 |
|