BWP
Baldwin Wealth Partners’s eXp World Holdings EXPI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,600
| Closed | -$42.2K | – | 742 |
|
2023
Q3 | $42.2K | Hold |
2,600
| – | – | ﹤0.01% | 420 |
|
2023
Q2 | $52.7K | Hold |
2,600
| – | – | ﹤0.01% | 409 |
|
2023
Q1 | $33K | Hold |
2,600
| – | – | ﹤0.01% | 473 |
|
2022
Q4 | $28.8K | Hold |
2,600
| – | – | ﹤0.01% | 499 |
|
2022
Q3 | $29K | Hold |
2,600
| – | – | ﹤0.01% | 404 |
|
2022
Q2 | $31K | Hold |
2,600
| – | – | ﹤0.01% | 415 |
|
2022
Q1 | $55K | Hold |
2,600
| – | – | 0.01% | 356 |
|
2021
Q4 | $88K | Hold |
2,600
| – | – | 0.01% | 284 |
|
2021
Q3 | $103K | Hold |
2,600
| – | – | 0.01% | 256 |
|
2021
Q2 | $101K | Hold |
2,600
| – | – | 0.01% | 268 |
|
2021
Q1 | $118K | Buy |
2,600
+1,300
| +100% | +$59K | 0.01% | 239 |
|
2020
Q4 | $82K | Hold |
1,300
| – | – | 0.01% | 269 |
|
2020
Q3 | $52K | Hold |
1,300
| – | – | 0.01% | 293 |
|
2020
Q2 | $22K | Hold |
1,300
| – | – | ﹤0.01% | 379 |
|
2020
Q1 | $11K | Hold |
1,300
| – | – | ﹤0.01% | 420 |
|
2019
Q4 | $15K | Hold |
1,300
| – | – | ﹤0.01% | 428 |
|
2019
Q3 | $11K | Hold |
1,300
| – | – | ﹤0.01% | 446 |
|
2019
Q2 | $14K | Hold |
1,300
| – | – | ﹤0.01% | 426 |
|
2019
Q1 | $14K | Hold |
1,300
| – | – | ﹤0.01% | 423 |
|
2018
Q4 | $9K | Hold |
1,300
| – | – | ﹤0.01% | 440 |
|
2018
Q3 | $24K | Buy |
+1,300
| New | +$24K | ﹤0.01% | 388 |
|