Janney Montgomery Scott’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Sell |
6,457
-482
| -7% | -$20.6K | ﹤0.01% | 2389 |
|
2025
Q1 | $310K | Sell |
6,939
-5
| -0.1% | -$223 | ﹤0.01% | 2289 |
|
2024
Q4 | $269K | Buy |
6,944
+20
| +0.3% | +$775 | ﹤0.01% | 2379 |
|
2024
Q3 | $345K | Buy |
6,924
+13
| +0.2% | +$648 | ﹤0.01% | 2204 |
|
2024
Q2 | $245K | Sell |
6,911
-236
| -3% | -$8.37K | ﹤0.01% | 2329 |
|
2024
Q1 | $207K | Buy |
+7,147
| New | +$207K | ﹤0.01% | 2559 |
|