HWMA
BWIN

Heritage Wealth Management (Arizona)’s Baldwin Insurance Group BWIN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$316K Buy
12,588
+6,807
+118% +$171K 0.05% 283
2022
Q3 		$152K Sell
5,781
-726
-11% -$19.1K 0.05% 277
2022
Q2 		$157K Buy
+6,507
New +$157K 0.05% 280