Baldwin Wealth Partners’s Beyond Air XAIR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53.1K | Hold |
15,400
| – | – | ﹤0.01% | 218 |
|
2025
Q1 | $83.9K | Hold |
15,400
| – | – | 0.01% | 227 |
|
2024
Q4 | $110K | Buy |
15,400
+13,525
| +721% | +$97K | 0.01% | 236 |
|
2024
Q3 | $14.6K | Hold |
1,875
| – | – | ﹤0.01% | 741 |
|
2024
Q2 | $20.1K | Hold |
1,875
| – | – | ﹤0.01% | 460 |
|
2024
Q1 | $65.3K | Hold |
1,875
| – | – | ﹤0.01% | 328 |
|
2023
Q4 | $73.5K | Sell |
1,875
-25
| -1% | -$980 | 0.01% | 316 |
|
2023
Q3 | $87.8K | Hold |
1,900
| – | – | 0.01% | 309 |
|
2023
Q2 | $162K | Hold |
1,900
| – | – | 0.01% | 260 |
|
2023
Q1 | $257K | Buy |
1,900
+500
| +36% | +$67.5K | 0.02% | 218 |
|
2022
Q4 | $182K | Sell |
1,400
-875
| -38% | -$114K | 0.02% | 241 |
|
2022
Q3 | $339K | Hold |
2,275
| – | – | 0.05% | 129 |
|
2022
Q2 | $304K | Hold |
2,275
| – | – | 0.04% | 148 |
|
2022
Q1 | $304K | Buy |
2,275
+250
| +12% | +$33.4K | 0.03% | 161 |
|
2021
Q4 | $382K | Buy |
2,025
+175
| +9% | +$33K | 0.04% | 151 |
|
2021
Q3 | $411K | Buy |
1,850
+900
| +95% | +$200K | 0.05% | 134 |
|
2021
Q2 | $123K | Sell |
950
-375
| -28% | -$48.6K | 0.01% | 248 |
|
2021
Q1 | $146K | Sell |
1,325
-100
| -7% | -$11K | 0.02% | 222 |
|
2020
Q4 | $150K | Hold |
1,425
| – | – | 0.02% | 208 |
|
2020
Q3 | $148K | Buy |
1,425
+325
| +30% | +$33.8K | 0.02% | 184 |
|
2020
Q2 | $160K | Buy |
1,100
+300
| +38% | +$43.6K | 0.02% | 172 |
|
2020
Q1 | $128K | Buy |
+800
| New | +$128K | 0.02% | 182 |
|