BWP
Baldwin Wealth Partners’s Veralto VLTO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-266
| Closed | -$29.8K | – | 997 |
|
2024
Q3 | $29.8K | Buy |
266
+232
| +682% | +$26K | ﹤0.01% | 640 |
|
2024
Q2 | $3.25K | Hold |
34
| – | – | ﹤0.01% | 622 |
|
2024
Q1 | $3.01K | Sell |
34
-196
| -85% | -$17.4K | ﹤0.01% | 629 |
|
2023
Q4 | $18.9K | Buy |
230
+215
| +1,433% | +$17.7K | ﹤0.01% | 503 |
|
2023
Q3 | $1.28K | Buy |
+15
| New | +$1.28K | ﹤0.01% | 698 |
|