BWP
FDO

Baldwin Wealth Partners’s FAMILY DOLLAR STORES FDO Stock Holding History

Baldwin Wealth Partners’s Portfolio FDO Stock Details FDO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,105
Closed -$332K – 259
2013
Q4 		$332K Sell
5,105
-22,745
-82% -$1.48M 0.05% 189
2013
Q3 		$2.01M Buy
27,850
+12,230
+78% +$881K 0.37% 70
2013
Q2 		$973K Buy
+15,620
New +$973K 0.19% 116