Baldwin Wealth Partners’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,000
| Closed | -$35K | – | 689 |
|
|
2022
Q1 | $35K | Hold |
8,000
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $37K | Hold |
8,000
| – | – | ﹤0.01% | 384 |
|
|
2021
Q3 | $42K | Hold |
8,000
| – | – | ﹤0.01% | 370 |
|
|
2021
Q2 | $45K | Hold |
8,000
| – | – | ﹤0.01% | 370 |
|
|
2021
Q1 | $39K | Hold |
8,000
| – | – | ﹤0.01% | 370 |
|
|
2020
Q4 | $32K | Hold |
8,000
| – | – | ﹤0.01% | 363 |
|
|
2020
Q3 | $19K | Hold |
8,000
| – | – | ﹤0.01% | 390 |
|
|
2020
Q2 | $22K | Hold |
8,000
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $20K | Hold |
8,000
| – | – | ﹤0.01% | 373 |
|
|
2019
Q4 | $48K | Hold |
8,000
| – | – | 0.01% | 321 |
|
|
2019
Q3 | $44K | Sell |
8,000
-2,000
| -20% | -$11K | 0.01% | 326 |
|
|
2019
Q2 | $52K | Sell |
10,000
-750
| -7% | -$3.9K | 0.01% | 300 |
|
|
2019
Q1 | $57K | Sell |
10,750
-3,000
| -22% | -$15.9K | 0.01% | 288 |
|
|
2018
Q4 | $71K | Sell |
13,750
-7,631
| -36% | -$39.4K | 0.01% | 253 |
|
|
2018
Q3 | $163K | Hold |
21,381
| – | – | 0.02% | 214 |
|
|
2018
Q2 | $156K | Hold |
21,381
| – | – | 0.02% | 217 |
|
|
2018
Q1 | $185K | Hold |
21,381
| – | – | 0.03% | 198 |
|
|
2017
Q4 | $208K | Hold |
21,381
| – | – | 0.03% | 191 |
|
|
2017
Q3 | $199K | Hold |
21,381
| – | – | 0.03% | 191 |
|
|
2017
Q2 | $174K | Hold |
21,381
| – | – | 0.03% | 199 |
|
|
2017
Q1 | $156K | Sell |
21,381
-1,167
| -5% | -$8.52K | 0.03% | 199 |
|
|
2016
Q4 | $148K | Sell |
22,548
-9,330
| -29% | -$61.2K | 0.03% | 196 |
|
|
2016
Q3 | $179K | Buy |
31,878
+6,220
| +24% | +$34.9K | 0.03% | 187 |
|
|
2016
Q2 | $144K | Buy |
25,658
+13,218
| +106% | +$74.2K | 0.03% | 183 |
|
|
2016
Q1 | $72K | Buy |
+12,440
| New | +$72K | 0.01% | 266 |
|