BWP
Baldwin Wealth Partners’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-670
| Closed | -$20K | – | 598 |
|
|
2024
Q3 | $20K | Hold |
670
| – | – | ﹤0.01% | 697 |
|
|
2024
Q2 | $19.3K | Buy |
670
+23
| +4% | +$663 | ﹤0.01% | 467 |
|
|
2024
Q1 | $17.1K | Buy |
647
+31
| +5% | +$819 | ﹤0.01% | 506 |
|
|
2023
Q4 | $14.7K | Sell |
616
-37
| -6% | -$882 | ﹤0.01% | 539 |
|
|
2023
Q3 | $15.1K | Hold |
653
| – | – | ﹤0.01% | 541 |
|
|
2023
Q2 | $15.1K | Hold |
653
| – | – | ﹤0.01% | 566 |
|
|
2023
Q1 | $14.1K | Buy |
653
+223
| +52% | +$4.81K | ﹤0.01% | 584 |
|
|
2022
Q4 | $9.41K | Buy |
+430
| New | +$9.41K | ﹤0.01% | 612 |
|