BWP
Baldwin Wealth Partners’s VF Corp VFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-400
| Closed | -$7.98K | – | 990 |
|
2024
Q3 | $7.98K | Hold |
400
| – | – | ﹤0.01% | 825 |
|
2024
Q2 | $5.4K | Hold |
400
| – | – | ﹤0.01% | 584 |
|
2024
Q1 | $6.14K | Hold |
400
| – | – | ﹤0.01% | 582 |
|
2023
Q4 | $7.52K | Buy |
+400
| New | +$7.52K | ﹤0.01% | 597 |
|
2022
Q1 | – | Sell |
-51
| Closed | -$4K | – | 700 |
|
2021
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 581 |
|
2021
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 612 |
|
2021
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 601 |
|
2021
Q1 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 577 |
|
2019
Q3 | – | Sell |
-45
| Closed | -$4K | – | 543 |
|
2019
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 479 |
|
2017
Q2 | – | Sell |
-300
| Closed | -$16K | – | 504 |
|
2017
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 385 |
|
2016
Q4 | $16K | Hold |
300
| – | – | ﹤0.01% | 388 |
|
2016
Q3 | $17K | Sell |
300
-2,180
| -88% | -$124K | ﹤0.01% | 400 |
|
2016
Q2 | $152K | Sell |
2,480
-1,600
| -39% | -$98.1K | 0.03% | 180 |
|
2016
Q1 | $264K | Sell |
4,080
-593
| -13% | -$38.4K | 0.05% | 181 |
|
2015
Q4 | $291K | Sell |
4,673
-15,210
| -76% | -$947K | 0.05% | 187 |
|
2015
Q3 | $1.36M | Sell |
19,883
-761
| -4% | -$51.9K | 0.23% | 94 |
|
2015
Q2 | $1.44M | Buy |
20,644
+340
| +2% | +$23.7K | 0.21% | 102 |
|
2015
Q1 | $1.53M | Buy |
20,304
+469
| +2% | +$35.3K | 0.23% | 102 |
|
2014
Q4 | $1.49M | Buy |
19,835
+15,275
| +335% | +$1.14M | 0.21% | 107 |
|
2014
Q3 | $301K | Hold |
4,560
| – | – | 0.04% | 206 |
|
2014
Q2 | $287K | Buy |
4,560
+480
| +12% | +$30.2K | 0.04% | 202 |
|
2014
Q1 | $252K | Hold |
4,080
| – | – | 0.04% | 208 |
|
2013
Q4 | $254K | Buy |
4,080
+2,940
| +258% | +$183K | 0.04% | 207 |
|
2013
Q3 | $227K | Buy |
+1,140
| New | +$227K | 0.04% | 212 |
|