Appleton Partners’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-10,453
| Closed | -$248K | – | 178 |
|
|
2014
Q1 | $248K | Sell |
10,453
-39,510
| -79% | -$937K | 0.06% | 157 |
|
|
2013
Q4 | $1.22M | Sell |
49,963
-2,503
| -5% | -$61.2K | 0.29% | 75 |
|
|
2013
Q3 | $1.27M | Sell |
52,466
-3,560
| -6% | -$85.8K | 0.34% | 71 |
|
|
2013
Q2 | $1.2M | Buy |
+56,026
| New | +$1.2M | 0.35% | 64 |
|