Baldwin Wealth Partners’s Shinhan Financial Group SHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,081
| Closed | -$55.1K | – | 774 |
|
|
2023
Q3 | $55.1K | Hold |
2,081
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $54.2K | Sell |
2,081
-52
| -2% | -$1.36K | ﹤0.01% | 403 |
|
|
2023
Q1 | $57.5K | Sell |
2,133
-46
| -2% | -$1.24K | 0.01% | 407 |
|
|
2022
Q4 | $60.9K | Hold |
2,179
| – | – | 0.01% | 390 |
|
|
2022
Q3 | $50K | Hold |
2,179
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $62K | Sell |
2,179
-75
| -3% | -$2.13K | 0.01% | 324 |
|
|
2022
Q1 | $75K | Sell |
2,254
-45
| -2% | -$1.5K | 0.01% | 318 |
|
|
2021
Q4 | $71K | Hold |
2,299
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $77K | Buy |
2,299
+313
| +16% | +$10.5K | 0.01% | 291 |
|
|
2021
Q2 | $71K | Sell |
1,986
-87
| -4% | -$3.11K | 0.01% | 313 |
|
|
2021
Q1 | $70K | Buy |
2,073
+118
| +6% | +$3.99K | 0.01% | 299 |
|
|
2020
Q4 | $58K | Hold |
1,955
| – | – | 0.01% | 305 |
|
|
2020
Q3 | $45K | Hold |
1,955
| – | – | 0.01% | 308 |
|
|
2020
Q2 | $47K | Hold |
1,955
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $46K | Buy |
1,955
+130
| +7% | +$3.06K | 0.01% | 287 |
|
|
2019
Q4 | $69K | Hold |
1,825
| – | – | 0.01% | 276 |
|
|
2019
Q3 | $64K | Buy |
+1,825
| New | +$64K | 0.01% | 276 |
|