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Baldwin Wealth Partners’s Creative Realities CREX Stock Holding History

Baldwin Wealth Partners’s Portfolio CREX Stock Details CREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed -$2 – 736
2023
Q3 		$2 Buy
+1
New +$3 ﹤0.01% 755

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Baldwin Wealth Partners's CREX Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Creative Realities (CREX) in Q4 2023, closing a stake of 1 share — an estimated $2 sold.

Baldwin Wealth Partners first reported a position in CREX in Q3 2023 and held it in 1 quarter. The position peaked at $2 in Q3 2023. 18 funds tracked by Wall St. Rank hold CREX as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining Creative Realities position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1 Creative Realities share in Q4 2023, an estimated $2.
  • Baldwin Wealth Partners first reported a position in Creative Realities in Q3 2023 and held it in 1 quarter.
  • Baldwin Wealth Partners's Creative Realities position peaked at $2 in Q3 2023.
  • 18 funds tracked by Wall St. Rank held Creative Realities as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.