Baldwin Wealth Partners’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-166
| Closed | -$11.3K | – | 1129 |
|
|
2024
Q2 | $11.3K | Hold |
166
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $11.5K | Hold |
166
| – | – | ﹤0.01% | 541 |
|
|
2023
Q4 | $9.49K | Sell |
166
-735
| -82% | -$42K | ﹤0.01% | 580 |
|
|
2023
Q3 | $55.5K | Hold |
901
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $46.1K | Buy |
901
+1
| +0.1% | +$51 | ﹤0.01% | 422 |
|
|
2023
Q1 | $45.7K | Hold |
900
| – | – | ﹤0.01% | 432 |
|
|
2022
Q4 | $43.9K | Buy |
+900
| New | +$43.9K | ﹤0.01% | 431 |
|