Baldwin Wealth Partners’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$19K | – | 528 |
|
|
2018
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 388 |
|
|
2017
Q4 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 363 |
|
|
2017
Q3 | $23K | Sell |
1,000
-650
| -39% | -$15K | ﹤0.01% | 356 |
|
|
2017
Q2 | $36K | Hold |
1,650
| – | – | 0.01% | 328 |
|
|
2017
Q1 | $34K | Hold |
1,650
| – | – | 0.01% | 328 |
|
|
2016
Q4 | $33K | Hold |
1,650
| – | – | 0.01% | 327 |
|
|
2016
Q3 | $34K | Hold |
1,650
| – | – | 0.01% | 334 |
|
|
2016
Q2 | $32K | Hold |
1,650
| – | – | 0.01% | 303 |
|
|
2016
Q1 | $32K | Buy |
+1,650
| New | +$32K | 0.01% | 327 |
|