Engineers Gate Manager’s Baldwin Insurance Group BWIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,608
Closed -$278K 2281
2024
Q1
$278K Buy
+9,608
New +$278K 0.01% 1500
2023
Q2
Sell
-9,422
Closed -$240K 2082
2023
Q1
$240K Buy
+9,422
New +$240K 0.01% 1357
2022
Q4
Sell
-9,803
Closed -$258K 2087
2022
Q3
$258K Buy
+9,803
New +$258K 0.02% 1194
2022
Q2
Sell
-30,104
Closed -$808K 2312
2022
Q1
$808K Buy
30,104
+15,968
+113% +$429K 0.03% 793
2021
Q4
$510K Buy
+14,136
New +$510K 0.02% 1043
2020
Q4
Sell
-8,554
Closed -$213K 2032
2020
Q3
$213K Buy
+8,554
New +$213K 0.01% 1410