Advisornet Financial’s Bridgewater Bancshares BWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-28,375
| Closed | -$279K | – | 2295 |
|
|
2023
Q2 | $279K | Hold |
28,375
| – | – | 0.02% | 412 |
|
|
2023
Q1 | $308K | Hold |
28,375
| – | – | 0.03% | 376 |
|
|
2022
Q4 | $503K | Hold |
28,375
| – | – | 0.05% | 296 |
|
|
2022
Q3 | $467K | Sell |
28,375
-2,829
| -9% | -$46.6K | 0.05% | 333 |
|
|
2022
Q2 | $504K | Hold |
31,204
| – | – | 0.05% | 315 |
|
|
2022
Q1 | $520K | Hold |
31,204
| – | – | 0.03% | 362 |
|
|
2021
Q4 | $552K | Hold |
31,204
| – | – | 0.03% | 379 |
|
|
2021
Q3 | $546K | Buy |
31,204
+6,097
| +24% | +$107K | 0.04% | 349 |
|
|
2021
Q2 | $405K | Hold |
25,107
| – | – | 0.03% | 416 |
|
|
2021
Q1 | $405K | Hold |
25,107
| – | – | 0.03% | 398 |
|
|
2020
Q4 | $314K | Hold |
25,107
| – | – | 0.03% | 416 |
|
|
2020
Q3 | $238K | Hold |
25,107
| – | – | 0.02% | 452 |
|
|
2020
Q2 | $257K | Hold |
25,107
| – | – | 0.02% | 449 |
|
|
2020
Q1 | $245K | Sell |
25,107
-4,568
| -15% | -$44.6K | 0.02% | 428 |
|
|
2019
Q4 | $409K | Hold |
29,675
| – | – | 0.03% | 368 |
|
|
2019
Q3 | $354K | Hold |
29,675
| – | – | 0.03% | 389 |
|
|
2019
Q2 | $342K | Sell |
29,675
-4,535
| -13% | -$52.3K | 0.04% | 369 |
|
|
2019
Q1 | $353K | Sell |
34,210
-2,220
| -6% | -$22.9K | 0.04% | 337 |
|
|
2018
Q4 | $384K | Buy |
+36,430
| New | +$384K | 0.05% | 282 |
|