Blue Trust Inc’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-283
| Closed | -$10K | – | 3034 |
|
|
2024
Q3 | $10K | Buy |
283
+231
| +444% | +$8.19K | ﹤0.01% | 2192 |
|
|
2024
Q2 | $1.51K | Buy |
+52
| New | +$1.51K | ﹤0.01% | 2489 |
|
|
2024
Q1 | – | Sell |
-77
| Closed | -$2K | – | 2757 |
|
|
2023
Q4 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 2234 |
|
|
2023
Q1 | – | Sell |
-35
| Closed | -$1K | – | 2679 |
|
|
2022
Q4 | $1K | Sell |
35
-13
| -27% | -$371 | ﹤0.01% | 2169 |
|
|
2022
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 2033 |
|