BWP
Baldwin Wealth Partners’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15
| Closed | -$1.11K | – | 425 |
|
|
2024
Q3 | $1.11K | Buy |
+15
| New | +$1.11K | ﹤0.01% | 1003 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$22K | – | 512 |
|
|
2018
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 375 |
|
|
2018
Q3 | $29K | Hold |
500
| – | – | ﹤0.01% | 368 |
|
|
2018
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 385 |
|
|
2018
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 368 |
|
|
2017
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 352 |
|
|
2017
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 349 |
|
|
2017
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 362 |
|
|
2017
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 357 |
|
|
2016
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 361 |
|
|
2016
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 387 |
|
|
2016
Q2 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 352 |
|