Baldwin Wealth Partners’s Travel + Leisure Co TNL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-33
| Closed | -$1.52K | – | 939 |
|
2024
Q3 | $1.52K | Buy |
+33
| New | +$1.52K | ﹤0.01% | 979 |
|
2020
Q2 | – | Sell |
-194
| Closed | -$4K | – | 554 |
|
2020
Q1 | $4K | Buy |
+194
| New | +$4K | ﹤0.01% | 486 |
|
2015
Q3 | – | Sell |
-45,580
| Closed | -$1.69M | – | 257 |
|
2015
Q2 | $1.69M | Buy |
45,580
+1,296
| +3% | +$47.9K | 0.25% | 86 |
|
2015
Q1 | $1.81M | Sell |
44,284
-430
| -1% | -$17.6K | 0.27% | 87 |
|
2014
Q4 | $1.73M | Buy |
+44,714
| New | +$1.73M | 0.25% | 94 |
|