BWP
Baldwin Wealth Partners’s Apogee Enterprises APOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-100
| Closed | -$4K | – | 508 |
|
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 475 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 475 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 454 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
|
2017
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 438 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 438 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 493 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2016
Q1 | $4K | Sell |
100
-2,965
| -97% | -$119K | ﹤0.01% | 441 |
|
|
2015
Q4 | $133K | Buy |
3,065
+22
| +0.7% | +$955 | 0.02% | 221 |
|
|
2015
Q3 | $136K | Buy |
+3,043
| New | +$136K | 0.02% | 225 |
|
|
2014
Q3 | – | Sell |
-9,843
| Closed | -$343K | – | 260 |
|
|
2014
Q2 | $343K | Sell |
9,843
-1,815
| -16% | -$63.2K | 0.05% | 189 |
|
|
2014
Q1 | $387K | Buy |
11,658
+200
| +2% | +$6.64K | 0.06% | 179 |
|
|
2013
Q4 | $411K | Hold |
11,458
| – | – | 0.07% | 171 |
|
|
2013
Q3 | $340K | Buy |
11,458
+7,000
| +157% | +$208K | 0.06% | 182 |
|
|
2013
Q2 | $107K | Buy |
+4,458
| New | +$107K | 0.02% | 218 |
|