Baldwin Wealth Partners’s Switch, Inc. Class A Common Stock SWCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-399
| Closed | -$13K | – | 842 |
|
|
2022
Q3 | $13K | Hold |
399
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $13K | Hold |
399
| – | – | ﹤0.01% | 515 |
|
|
2022
Q1 | $12K | Sell |
399
-151
| -27% | -$4.54K | ﹤0.01% | 529 |
|
|
2021
Q4 | $16K | Hold |
550
| – | – | ﹤0.01% | 468 |
|
|
2021
Q3 | $14K | Sell |
550
-70
| -11% | -$1.78K | ﹤0.01% | 490 |
|
|
2021
Q2 | $13K | Hold |
620
| – | – | ﹤0.01% | 516 |
|
|
2021
Q1 | $10K | Hold |
620
| – | – | ﹤0.01% | 516 |
|
|
2020
Q4 | $10K | Buy |
620
+475
| +328% | +$7.66K | ﹤0.01% | 459 |
|
|
2020
Q3 | $2K | Hold |
145
| – | – | ﹤0.01% | 513 |
|
|
2020
Q2 | $3K | Hold |
145
| – | – | ﹤0.01% | 502 |
|
|
2020
Q1 | $2K | Hold |
145
| – | – | ﹤0.01% | 526 |
|
|
2019
Q4 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 525 |
|