CNA Financial’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
Q1 | – | Sell |
-21,396
| Closed | -$538K | – | 77 |
|
|
2022
Q4 | $538K | Sell |
21,396
-16,295
| -43% | -$410K | 0.33% | 28 |
|
|
2022
Q3 | $993K | Sell |
37,691
-2,162
| -5% | -$57K | 0.38% | 35 |
|
|
2022
Q2 | $962K | Hold |
39,853
| – | – | 0.34% | 42 |
|
|
2022
Q1 | $1.07M | Sell |
39,853
-3,097
| -7% | -$83.1K | 0.33% | 70 |
|
|
2021
Q4 | $1.55M | Sell |
42,950
-7,402
| -15% | -$267K | 0.41% | 58 |
|
|
2021
Q3 | $1.68M | Hold |
50,352
| – | – | 0.46% | 44 |
|
|
2021
Q2 | $1.34M | Hold |
50,352
| – | – | 0.38% | 56 |
|
|
2021
Q1 | $1.37M | Hold |
50,352
| – | – | 0.42% | 56 |
|
|
2020
Q4 | $1.51M | Hold |
50,352
| – | – | 0.47% | 48 |
|
|
2020
Q3 | $1.25M | Hold |
50,352
| – | – | 0.46% | 46 |
|
|
2020
Q2 | $870K | Buy |
50,352
+35,155
| +231% | +$607K | 0.34% | 66 |
|
|
2020
Q1 | $160K | Buy |
+15,197
| New | +$160K | 0.07% | 103 |
|