BWP
Baldwin Wealth Partners’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-390
| Closed | -$65.8K | – | 729 |
|
2024
Q3 | $65.8K | Buy |
390
+352
| +926% | +$59.3K | ﹤0.01% | 489 |
|
2024
Q2 | $52.3K | Hold |
38
| – | – | ﹤0.01% | 342 |
|
2024
Q1 | $64.8K | Buy |
38
+36
| +1,800% | +$61.4K | ﹤0.01% | 331 |
|
2023
Q4 | $1.26K | Hold |
2
| – | – | ﹤0.01% | 679 |
|
2023
Q3 | $657 | Hold |
2
| – | – | ﹤0.01% | 718 |
|
2023
Q2 | $685 | Hold |
2
| – | – | ﹤0.01% | 733 |
|
2023
Q1 | $585 | Buy |
+2
| New | +$585 | ﹤0.01% | 771 |
|