SWS
BWIN

SYSTM Wealth Solutions’s Baldwin Insurance Group BWIN Stock Holding History

SYSTM Wealth Solutions’s Portfolio BWIN Stock Details BWIN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,358
Closed -$444K – 989
2024
Q1 		$444K Sell
15,358
-2,974
-16% -$86.1K 0.06% 294
2023
Q4 		$440K Buy
+18,332
New +$440K 0.06% 287