BSW Wealth Partners’s Shinhan Financial Group SHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,801
| Closed | -$246K | – | 322 |
|
|
2024
Q3 | $246K | Sell |
5,801
-2,058
| -26% | -$87.2K | 0.04% | 257 |
|
|
2024
Q2 | $274K | Sell |
7,859
-275
| -3% | -$9.57K | 0.04% | 227 |
|
|
2024
Q1 | $289K | Sell |
8,134
-2,428
| -23% | -$86.2K | 0.05% | 227 |
|
|
2023
Q4 | $325K | Buy |
10,562
+2,645
| +33% | +$81.4K | 0.06% | 190 |
|
|
2023
Q3 | $210K | Sell |
7,917
-5,068
| -39% | -$134K | 0.05% | 225 |
|
|
2023
Q2 | $338K | Sell |
12,985
-424
| -3% | -$11K | 0.07% | 164 |
|
|
2023
Q1 | $361K | Buy |
13,409
+176
| +1% | +$4.74K | 0.07% | 189 |
|
|
2022
Q4 | $370K | Sell |
13,233
-844
| -6% | -$23.6K | 0.08% | 180 |
|
|
2022
Q3 | $324K | Buy |
14,077
+1,753
| +14% | +$40.3K | 0.08% | 167 |
|
|
2022
Q2 | $352K | Buy |
12,324
+158
| +1% | +$4.51K | 0.08% | 166 |
|
|
2022
Q1 | $407K | Buy |
12,166
+3,909
| +47% | +$131K | 0.1% | 157 |
|
|
2021
Q4 | $255K | Sell |
8,257
-1,665
| -17% | -$51.4K | 0.06% | 216 |
|
|
2021
Q3 | $334K | Buy |
9,922
+2,660
| +37% | +$89.5K | 0.09% | 160 |
|
|
2021
Q2 | $260K | Buy |
7,262
+870
| +14% | +$31.1K | 0.07% | 197 |
|
|
2021
Q1 | $214K | Sell |
6,392
-664
| -9% | -$22.2K | 0.06% | 201 |
|
|
2020
Q4 | $210K | Buy |
+7,056
| New | +$210K | 0.06% | 172 |
|