Ameritas 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-25,000
| Closed | -$693K | – | 698 |
|
2023
Q3 | $693K | Sell |
25,000
-19,162
| -43% | -$531K | 0.03% | 426 |
|
2023
Q2 | $1.38M | Sell |
44,162
-5,000
| -10% | -$157K | 0.18% | 133 |
|
2023
Q1 | $1.41M | Hold |
49,162
| – | – | 0.07% | 254 |
|
2022
Q4 | $1.07M | Hold |
49,162
| – | – | 0.05% | 332 |
|
2022
Q3 | $718K | Hold |
49,162
| – | – | 0.04% | 357 |
|
2022
Q2 | $607K | Hold |
49,162
| – | – | 0.04% | 407 |
|
2022
Q1 | $808K | Hold |
49,162
| – | – | 0.03% | 378 |
|
2021
Q4 | $1.04M | Buy |
+49,162
| New | +$1.04M | 0.04% | 325 |
|