GA
BWIN

GoalVest Advisory’s Baldwin Insurance Group BWIN Stock Holding History

GoalVest Advisory’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22
Closed -$528 – 486
2023
Q4 		$528 Sell
22
-148
-87% -$3.55K ﹤0.01% 351
2023
Q3 		$3.95K Buy
170
+63
+59% +$1.46K ﹤0.01% 362
2023
Q2 		$2.65K Buy
+107
New +$2.65K ﹤0.01% 337