PI
BWIN

PFS Investments’s Baldwin Insurance Group BWIN Stock Holding History

PFS Investments’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
Q1 		– Sell
-39,839
Closed -$1.44M – 448
2021
Q4 		$1.44M Buy
39,839
+6,668
+20% +$241K 0.03% 308
2021
Q3 		$1.35M Buy
33,171
+7,970
+32% +$323K 0.03% 300
2021
Q2 		$672K Buy
25,201
+16,844
+202% +$449K 0.02% 329
2021
Q1 		$228K Buy
+8,357
New +$228K 0.01% 342