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Baldwin Wealth Partners’s Stifel SF Stock Holding History

Baldwin Wealth Partners’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-27
Closed -$2.27K – 1162
2024
Q2 		$2.27K Buy
+27
New +$2.27K ﹤0.01% 651