Baldwin Wealth Partners’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-174
| Closed | -$5K | – | 820 |
|
|
2022
Q3 | $5K | Hold |
174
| – | – | ﹤0.01% | 567 |
|
|
2022
Q2 | $4K | Hold |
174
| – | – | ﹤0.01% | 613 |
|
|
2022
Q1 | $5K | Buy |
174
+61
| +54% | +$1.75K | ﹤0.01% | 595 |
|
|
2021
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 578 |
|
|
2021
Q3 | $5K | Sell |
113
-27
| -19% | -$1.2K | ﹤0.01% | 573 |
|
|
2021
Q2 | $8K | Hold |
140
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $8K | Hold |
140
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $10K | Sell |
140
-285
| -67% | -$20.4K | ﹤0.01% | 457 |
|
|
2020
Q3 | $33K | Hold |
425
| – | – | ﹤0.01% | 341 |
|
|
2020
Q2 | $8K | Hold |
425
| – | – | ﹤0.01% | 444 |
|
|
2020
Q1 | $4K | Hold |
425
| – | – | ﹤0.01% | 484 |
|
|
2019
Q4 | $6K | Buy |
+425
| New | +$6K | ﹤0.01% | 476 |
|