Baldwin Wealth Partners’s First American FAF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-60
| Closed | -$3.14K | – | 808 |
|
2022
Q4 | $3.14K | Hold |
60
| – | – | ﹤0.01% | 697 |
|
2022
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 595 |
|
2022
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 629 |
|
2022
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 612 |
|
2021
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 555 |
|
2021
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 589 |
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 595 |
|
2021
Q1 | $3K | Sell |
60
-170
| -74% | -$8.5K | ﹤0.01% | 584 |
|
2020
Q4 | $12K | Sell |
230
-30,745
| -99% | -$1.6M | ﹤0.01% | 437 |
|
2020
Q3 | $1.58M | Sell |
30,975
-960
| -3% | -$48.9K | 0.22% | 64 |
|
2020
Q2 | $1.53M | Buy |
31,935
+1,240
| +4% | +$59.6K | 0.23% | 64 |
|
2020
Q1 | $1.3M | Buy |
30,695
+21,640
| +239% | +$918K | 0.23% | 66 |
|
2019
Q4 | $528K | Buy |
+9,055
| New | +$528K | 0.07% | 106 |
|