Benjamin F. Edwards & Company’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13
| Closed | – | – | 2188 |
|
|
2023
Q3 | $0 | Sell |
13
-25
| -66% | – | ﹤0.01% | 1844 |
|
|
2023
Q2 | $1K | Sell |
38
-23
| -38% | -$605 | ﹤0.01% | 1741 |
|
|
2023
Q1 | $2K | Sell |
61
-14
| -19% | -$459 | ﹤0.01% | 1704 |
|
|
2022
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1757 |
|
|
2021
Q2 | – | Sell |
-602
| Closed | -$16K | – | 1789 |
|
|
2021
Q1 | $16K | Buy |
+602
| New | +$16K | ﹤0.01% | 1259 |
|