BWP
INB
Baldwin Wealth Partners’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-7,000
| Closed | -$64K | – | 564 |
|
2019
Q3 | $64K | Hold |
7,000
| – | – | 0.01% | 277 |
|
2019
Q2 | $63K | Hold |
7,000
| – | – | 0.01% | 288 |
|
2019
Q1 | $60K | Hold |
7,000
| – | – | 0.01% | 283 |
|
2018
Q4 | $52K | Hold |
7,000
| – | – | 0.01% | 278 |
|
2018
Q3 | $65K | Hold |
7,000
| – | – | 0.01% | 284 |
|
2018
Q2 | $67K | Hold |
7,000
| – | – | 0.01% | 283 |
|
2018
Q1 | $64K | Hold |
7,000
| – | – | 0.01% | 270 |
|
2017
Q4 | $69K | Hold |
7,000
| – | – | 0.01% | 272 |
|
2017
Q3 | $68K | Hold |
7,000
| – | – | 0.01% | 265 |
|
2017
Q2 | $67K | Hold |
7,000
| – | – | 0.01% | 272 |
|
2017
Q1 | $64K | Hold |
7,000
| – | – | 0.01% | 273 |
|
2016
Q4 | $60K | Hold |
7,000
| – | – | 0.01% | 277 |
|
2016
Q3 | $62K | Hold |
7,000
| – | – | 0.01% | 281 |
|
2016
Q2 | $61K | Hold |
7,000
| – | – | 0.01% | 253 |
|
2016
Q1 | $61K | Buy |
+7,000
| New | +$61K | 0.01% | 285 |
|