BWP
EQY

Baldwin Wealth Partners’s Equity One EQY Stock Holding History

Baldwin Wealth Partners’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,327
Closed -$194K – 558
2016
Q4 		$194K Hold
6,327
– – 0.04% 181
2016
Q3 		$194K Hold
6,327
– – 0.04% 182
2016
Q2 		$204K Hold
6,327
– – 0.04% 163
2016
Q1 		$181K Buy
+6,327
New +$181K 0.03% 205