Baldwin Wealth Partners’s Steelcase SCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-475
| Closed | -$3K | – | 821 |
|
|
2022
Q3 | $3K | Hold |
475
| – | – | ﹤0.01% | 606 |
|
|
2022
Q2 | $5K | Hold |
475
| – | – | ﹤0.01% | 592 |
|
|
2022
Q1 | $6K | Buy |
475
+84
| +21% | +$1.06K | ﹤0.01% | 580 |
|
|
2021
Q4 | $5K | Hold |
391
| – | – | ﹤0.01% | 564 |
|
|
2021
Q3 | $5K | Buy |
391
+136
| +53% | +$1.74K | ﹤0.01% | 574 |
|
|
2021
Q2 | $4K | Hold |
255
| – | – | ﹤0.01% | 599 |
|
|
2021
Q1 | $4K | Hold |
255
| – | – | ﹤0.01% | 576 |
|
|
2020
Q4 | $3K | Hold |
255
| – | – | ﹤0.01% | 521 |
|
|
2020
Q3 | $3K | Hold |
255
| – | – | ﹤0.01% | 500 |
|
|
2020
Q2 | $3K | Hold |
255
| – | – | ﹤0.01% | 499 |
|
|
2020
Q1 | $3K | Hold |
255
| – | – | ﹤0.01% | 503 |
|
|
2019
Q4 | $5K | Buy |
+255
| New | +$5K | ﹤0.01% | 482 |
|
|
2019
Q1 | – | Sell |
-12,719
| Closed | -$189K | – | 527 |
|
|
2018
Q4 | $189K | Hold |
12,719
| – | – | 0.03% | 195 |
|
|
2018
Q3 | $235K | Sell |
12,719
-891
| -7% | -$16.5K | 0.03% | 190 |
|
|
2018
Q2 | $184K | Buy |
+13,610
| New | +$184K | 0.03% | 206 |
|