Occudo Quantitative Strategies’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,600
| Closed | -$293K | – | 1262 |
|
|
2023
Q3 | $293K | Sell |
12,600
-3,536
| -22% | -$82.1K | 0.04% | 673 |
|
|
2023
Q2 | $400K | Buy |
+16,136
| New | +$400K | 0.04% | 630 |
|
|
2022
Q2 | – | Sell |
-7,837
| Closed | -$210K | – | 1429 |
|
|
2022
Q1 | $210K | Sell |
7,837
-1,380
| -15% | -$37K | 0.02% | 927 |
|
|
2021
Q4 | $333K | Buy |
+9,217
| New | +$333K | 0.03% | 728 |
|