Baldwin Wealth Partners’s Smith & Nephew SNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,533
| Closed | -$59K | – | 824 |
|
|
2022
Q3 | $59K | Hold |
2,533
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $71K | Sell |
2,533
-95
| -4% | -$2.66K | 0.01% | 298 |
|
|
2022
Q1 | $84K | Sell |
2,628
-50
| -2% | -$1.6K | 0.01% | 296 |
|
|
2021
Q4 | $93K | Hold |
2,678
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $92K | Buy |
2,678
+185
| +7% | +$6.36K | 0.01% | 272 |
|
|
2021
Q2 | $108K | Sell |
2,493
-438
| -15% | -$19K | 0.01% | 262 |
|
|
2021
Q1 | $111K | Buy |
2,931
+198
| +7% | +$7.5K | 0.01% | 248 |
|
|
2020
Q4 | $115K | Hold |
2,733
| – | – | 0.01% | 233 |
|
|
2020
Q3 | $107K | Buy |
2,733
+69
| +3% | +$2.7K | 0.01% | 227 |
|
|
2020
Q2 | $102K | Buy |
2,664
+13
| +0.5% | +$498 | 0.02% | 221 |
|
|
2020
Q1 | $95K | Buy |
2,651
+396
| +18% | +$14.2K | 0.02% | 205 |
|
|
2019
Q4 | $108K | Hold |
2,255
| – | – | 0.02% | 233 |
|
|
2019
Q3 | $109K | Buy |
+2,255
| New | +$109K | 0.02% | 219 |
|