Integrated Wealth Concepts’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,901
| Closed | -$310K | – | 1711 |
|
|
2023
Q4 | $310K | Buy |
+12,901
| New | +$310K | 0.01% | 1252 |
|
|
2023
Q1 | – | Sell |
-22,874
| Closed | -$575K | – | 1391 |
|
|
2022
Q4 | $575K | Buy |
+22,874
| New | +$575K | 0.02% | 619 |
|
|
2022
Q1 | – | Sell |
-24,658
| Closed | -$890K | – | 1062 |
|
|
2021
Q4 | $890K | Buy |
+24,658
| New | +$890K | 0.03% | 463 |
|