Avantax Planning Partners’s Bridgewater Bancshares BWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,600	Closed	-$150K	–	436
2024 Q3	$150K	Sell	10,600 -2,500	-19%	-$35.4K	0.01%	426
2024 Q2	$152K	Hold	13,100	–	–	﹤0.01%	451
2024 Q1	$152K	Buy	+13,100	New	+$152K	﹤0.01%	452