BWP
BSW Wealth Partners’s Blackbaud BLKB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,705
| Closed | -$222K | – | 282 |
|
|
2022
Q1 | $222K | Sell |
3,705
-1,496
| -29% | -$89.6K | 0.06% | 254 |
|
|
2021
Q4 | $411K | Buy |
5,201
+479
| +10% | +$37.9K | 0.1% | 145 |
|
|
2021
Q3 | $332K | Buy |
4,722
+605
| +15% | +$42.5K | 0.09% | 162 |
|
|
2021
Q2 | $315K | Buy |
4,117
+1,285
| +45% | +$98.3K | 0.09% | 166 |
|
|
2021
Q1 | $201K | Buy |
+2,832
| New | +$201K | 0.06% | 212 |
|
|
2018
Q4 | – | Sell |
-2,612
| Closed | -$265K | – | 105 |
|
|
2018
Q3 | $265K | Buy |
+2,612
| New | +$265K | 0.1% | 92 |
|