Ameritas Investment Partners’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
722
+299
| +71% | +$10.8K | ﹤0.01% | 2543 |
|
|
2025
Q1 | $12.8K | Hold |
423
| – | – | ﹤0.01% | 2736 |
|
|
2024
Q4 | $13.2K | Hold |
423
| – | – | ﹤0.01% | 2820 |
|
|
2024
Q3 | $12.7K | Hold |
423
| – | – | ﹤0.01% | 2851 |
|
|
2024
Q2 | $10.7K | Hold |
423
| – | – | ﹤0.01% | 2895 |
|
|
2024
Q1 | $11K | Hold |
423
| – | – | ﹤0.01% | 2793 |
|
|
2023
Q4 | $12.8K | Hold |
423
| – | – | ﹤0.01% | 2762 |
|
|
2023
Q3 | $10.3K | Hold |
423
| – | – | ﹤0.01% | 2832 |
|
|
2023
Q2 | $10.3K | Hold |
423
| – | – | ﹤0.01% | 2903 |
|
|
2023
Q1 | $10.5K | Hold |
423
| – | – | ﹤0.01% | 2713 |
|
|
2022
Q4 | $12.8K | Hold |
423
| – | – | ﹤0.01% | 2736 |
|
|
2022
Q3 | $12K | Hold |
423
| – | – | ﹤0.01% | 2737 |
|
|
2022
Q2 | $13K | Buy |
+423
| New | +$13K | ﹤0.01% | 2743 |
|
|
2021
Q2 | – | Sell |
-446
| Closed | -$12K | – | 3076 |
|
|
2021
Q1 | $12K | Hold |
446
| – | – | ﹤0.01% | 2767 |
|
|
2020
Q4 | $9K | Hold |
446
| – | – | ﹤0.01% | 2819 |
|
|
2020
Q3 | $6K | Hold |
446
| – | – | ﹤0.01% | 2910 |
|
|
2020
Q2 | $7K | Hold |
446
| – | – | ﹤0.01% | 2862 |
|
|
2020
Q1 | $7K | Hold |
446
| – | – | ﹤0.01% | 2671 |
|
|
2019
Q4 | $13K | Hold |
446
| – | – | ﹤0.01% | 2620 |
|
|
2019
Q3 | $12K | Hold |
446
| – | – | ﹤0.01% | 2648 |
|
|
2019
Q2 | $13K | Hold |
446
| – | – | ﹤0.01% | 2680 |
|
|
2019
Q1 | $13K | Hold |
446
| – | – | ﹤0.01% | 2589 |
|
|
2018
Q4 | $13K | Hold |
446
| – | – | ﹤0.01% | 2545 |
|
|
2018
Q3 | $14K | Hold |
446
| – | – | ﹤0.01% | 2683 |
|
|
2018
Q2 | $14K | Hold |
446
| – | – | ﹤0.01% | 2686 |
|
|
2018
Q1 | $14K | Hold |
446
| – | – | ﹤0.01% | 2589 |
|
|
2017
Q4 | $15K | Hold |
446
| – | – | ﹤0.01% | 2577 |
|
|
2017
Q3 | $15K | Hold |
446
| – | – | ﹤0.01% | 2558 |
|
|
2017
Q2 | $14K | Hold |
446
| – | – | ﹤0.01% | 2650 |
|
|
2017
Q1 | $15K | Buy |
+446
| New | +$15K | ﹤0.01% | 2545 |
|