Baldwin Wealth Partners’s Ferrari RACE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-75
| Closed | -$35.3K | – | 827 |
|
2024
Q3 | $35.3K | Hold |
75
| – | – | ﹤0.01% | 608 |
|
2024
Q2 | $30.6K | Sell |
75
-8
| -10% | -$3.27K | ﹤0.01% | 415 |
|
2024
Q1 | $36.2K | Buy |
83
+2
| +2% | +$872 | ﹤0.01% | 410 |
|
2023
Q4 | $27.4K | Hold |
81
| – | – | ﹤0.01% | 460 |
|
2023
Q3 | $23.9K | Hold |
81
| – | – | ﹤0.01% | 494 |
|
2023
Q2 | $26.3K | Hold |
81
| – | – | ﹤0.01% | 499 |
|
2023
Q1 | $21.9K | Hold |
81
| – | – | ﹤0.01% | 535 |
|
2022
Q4 | $17.4K | Sell |
81
-6
| -7% | -$1.29K | ﹤0.01% | 555 |
|
2022
Q3 | $16K | Hold |
87
| – | – | ﹤0.01% | 464 |
|
2022
Q2 | $16K | Hold |
87
| – | – | ﹤0.01% | 493 |
|
2022
Q1 | $19K | Hold |
87
| – | – | ﹤0.01% | 483 |
|
2021
Q4 | $23K | Buy |
87
+12
| +16% | +$3.17K | ﹤0.01% | 444 |
|
2021
Q3 | $16K | Hold |
75
| – | – | ﹤0.01% | 473 |
|
2021
Q2 | $15K | Buy |
75
+26
| +53% | +$5.2K | ﹤0.01% | 494 |
|
2021
Q1 | $10K | Hold |
49
| – | – | ﹤0.01% | 512 |
|
2020
Q4 | $11K | Hold |
49
| – | – | ﹤0.01% | 447 |
|
2020
Q3 | $9K | Buy |
49
+4
| +9% | +$735 | ﹤0.01% | 440 |
|
2020
Q2 | $8K | Hold |
45
| – | – | ﹤0.01% | 443 |
|
2020
Q1 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 453 |
|