Acorn Financial Advisory Services’s Bowman Consulting BWMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,027
| Closed | -$217K | – | 207 |
|
2024
Q3 | $217K | Buy |
+9,027
| New | +$217K | 0.04% | 191 |
|
2023
Q2 | – | Sell |
-9,369
| Closed | -$269K | – | 242 |
|
2023
Q1 | $269K | Sell |
9,369
-5,000
| -35% | -$144K | 0.05% | 186 |
|
2022
Q4 | $314K | Sell |
14,369
-631
| -4% | -$13.8K | 0.07% | 166 |
|
2022
Q3 | $219K | Sell |
15,000
-3,799
| -20% | -$55.5K | 0.05% | 194 |
|
2022
Q2 | $232K | Buy |
+18,799
| New | +$232K | 0.06% | 192 |
|