BWP
Baldwin Wealth Partners’s Amalgamated Financial AMAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$15.7K | – | 267 |
|
|
2024
Q3 | $15.7K | Hold |
500
| – | – | ﹤0.01% | 731 |
|
|
2024
Q2 | $13.7K | Hold |
500
| – | – | ﹤0.01% | 510 |
|
|
2024
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $13.5K | Hold |
500
| – | – | ﹤0.01% | 547 |
|
|
2023
Q3 | $8.61K | Hold |
500
| – | – | ﹤0.01% | 587 |
|
|
2023
Q2 | $8.05K | Hold |
500
| – | – | ﹤0.01% | 612 |
|
|
2023
Q1 | $8.85K | Hold |
500
| – | – | ﹤0.01% | 626 |
|
|
2022
Q4 | $11.5K | Hold |
500
| – | – | ﹤0.01% | 598 |
|
|
2022
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 506 |
|
|
2022
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 529 |
|
|
2022
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 546 |
|
|
2021
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 535 |
|
|
2021
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 542 |
|
|
2021
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 524 |
|
|
2020
Q4 | $7K | Sell |
500
-55
| -10% | -$770 | ﹤0.01% | 478 |
|
|
2020
Q3 | $6K | Hold |
555
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $7K | Hold |
555
| – | – | ﹤0.01% | 445 |
|
|
2020
Q1 | $6K | Hold |
555
| – | – | ﹤0.01% | 456 |
|
|
2019
Q4 | $11K | Buy |
555
+55
| +11% | +$1.09K | ﹤0.01% | 449 |
|
|
2019
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 463 |
|
|
2019
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 455 |
|
|
2019
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 460 |
|