BWP
Baldwin Wealth Partners’s Eagle Materials EXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-45,935
| Closed | -$5.05M | – | 675 |
|
|
2022
Q2 | $5.05M | Sell |
45,935
-2,312
| -5% | -$254K | 0.65% | 43 |
|
|
2022
Q1 | $6.19M | Buy |
48,247
+5,709
| +13% | +$733K | 0.66% | 44 |
|
|
2021
Q4 | $7.08M | Buy |
42,538
+1,935
| +5% | +$322K | 0.71% | 42 |
|
|
2021
Q3 | $5.33M | Sell |
40,603
-1,155
| -3% | -$151K | 0.59% | 46 |
|
|
2021
Q2 | $5.93M | Buy |
41,758
+24,663
| +144% | +$3.5M | 0.65% | 44 |
|
|
2021
Q1 | $2.3M | Buy |
+17,095
| New | +$2.3M | 0.27% | 52 |
|