BWP
Baldwin Wealth Partners’s Voya Financial VOYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-70
| Closed | -$5.55K | – | 1005 |
|
|
2024
Q3 | $5.55K | Buy |
+70
| New | +$5.55K | ﹤0.01% | 866 |
|
|
2016
Q3 | – | Sell |
-1,454
| Closed | -$36K | – | 568 |
|
|
2016
Q2 | $36K | Sell |
1,454
-364
| -20% | -$9.01K | 0.01% | 289 |
|
|
2016
Q1 | $54K | Buy |
+1,818
| New | +$54K | 0.01% | 295 |
|
|
2015
Q4 | – | Sell |
-31,597
| Closed | -$1.23M | – | 250 |
|
|
2015
Q3 | $1.23M | Sell |
31,597
-823
| -3% | -$31.9K | 0.21% | 102 |
|
|
2015
Q2 | $1.51M | Buy |
32,420
+10,481
| +48% | +$487K | 0.22% | 96 |
|
|
2015
Q1 | $946K | Buy |
+21,939
| New | +$946K | 0.14% | 131 |
|