Baldwin Wealth Partners’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-756
| Closed | -$126K | – | 1035 |
|
2024
Q3 | $126K | Buy |
+756
| New | +$126K | 0.01% | 389 |
|
2021
Q4 | – | Sell |
-100
| Closed | -$20K | – | 660 |
|
2021
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 456 |
|
2021
Q2 | $29K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
2021
Q1 | $28K | Buy |
+100
| New | +$28K | ﹤0.01% | 419 |
|
2020
Q4 | – | Sell |
-300
| Closed | -$76K | – | 568 |
|
2020
Q3 | $76K | Buy |
+300
| New | +$76K | 0.01% | 252 |
|