Baldwin Wealth Partners’s Petrobras PBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,991
| Closed | -$87.5K | – | 783 |
|
|
2024
Q3 | $87.5K | Buy |
5,991
+2,991
| +100% | +$43.7K | 0.01% | 430 |
|
|
2024
Q2 | $43.5K | Hold |
3,000
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $45.6K | Hold |
3,000
| – | – | ﹤0.01% | 379 |
|
|
2023
Q4 | $47.9K | Hold |
3,000
| – | – | ﹤0.01% | 382 |
|
|
2023
Q3 | $45K | Hold |
3,000
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $41.5K | Hold |
3,000
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $31.3K | Hold |
3,000
| – | – | ﹤0.01% | 487 |
|
|
2022
Q4 | $32K | Hold |
3,000
| – | – | ﹤0.01% | 476 |
|
|
2022
Q3 | $37K | Hold |
3,000
| – | – | 0.01% | 366 |
|
|
2022
Q2 | $35K | Buy |
+3,000
| New | +$35K | ﹤0.01% | 402 |
|
|
2020
Q1 | – | Sell |
-1,250
| Closed | -$20K | – | 562 |
|
|
2019
Q4 | $20K | Hold |
1,250
| – | – | ﹤0.01% | 408 |
|
|
2019
Q3 | $18K | Hold |
1,250
| – | – | ﹤0.01% | 412 |
|
|
2019
Q2 | $19K | Sell |
1,250
-1,250
| -50% | -$19K | ﹤0.01% | 401 |
|
|
2019
Q1 | $40K | Hold |
2,500
| – | – | 0.01% | 325 |
|
|
2018
Q4 | $33K | Hold |
2,500
| – | – | 0.01% | 327 |
|
|
2018
Q3 | $30K | Buy |
+2,500
| New | +$30K | ﹤0.01% | 365 |
|