BWP
Baldwin Wealth Partners’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19
| Closed | -$1.15K | – | 379 |
|
|
2024
Q3 | $1.15K | Buy |
+19
| New | +$1.15K | ﹤0.01% | 1001 |
|
|
2023
Q4 | – | Sell |
-95
| Closed | -$3.95K | – | 735 |
|
|
2023
Q3 | $3.95K | Sell |
95
-280
| -75% | -$11.6K | ﹤0.01% | 645 |
|
|
2023
Q2 | $15.9K | Sell |
375
-25
| -6% | -$1.06K | ﹤0.01% | 558 |
|
|
2023
Q1 | $17.4K | Hold |
400
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $26.7K | Buy |
+400
| New | +$26.7K | ﹤0.01% | 508 |
|
|
2020
Q2 | – | Sell |
-1,860
| Closed | -$55K | – | 533 |
|
|
2020
Q1 | $55K | Hold |
1,860
| – | – | 0.01% | 265 |
|
|
2019
Q4 | $133K | Hold |
1,860
| – | – | 0.02% | 208 |
|
|
2019
Q3 | $123K | Hold |
1,860
| – | – | 0.02% | 205 |
|
|
2019
Q2 | $135K | Hold |
1,860
| – | – | 0.02% | 221 |
|
|
2019
Q1 | $136K | Hold |
1,860
| – | – | 0.02% | 218 |
|
|
2018
Q4 | $128K | Hold |
1,860
| – | – | 0.02% | 214 |
|
|
2018
Q3 | $168K | Hold |
1,860
| – | – | 0.02% | 211 |
|
|
2018
Q2 | $169K | Hold |
1,860
| – | – | 0.03% | 210 |
|
|
2018
Q1 | $178K | Hold |
1,860
| – | – | 0.03% | 202 |
|
|
2017
Q4 | $161K | Hold |
1,860
| – | – | 0.03% | 211 |
|
|
2017
Q3 | $142K | Hold |
1,860
| – | – | 0.02% | 209 |
|
|
2017
Q2 | $136K | Hold |
1,860
| – | – | 0.02% | 213 |
|
|
2017
Q1 | $128K | Hold |
1,860
| – | – | 0.02% | 212 |
|
|
2016
Q4 | $127K | Hold |
1,860
| – | – | 0.02% | 204 |
|
|
2016
Q3 | $88K | Buy |
+1,860
| New | +$88K | 0.02% | 245 |
|