Avestar Capital’s BWX Technologies BWXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,753
Closed -$283K 417
2024
Q1
$283K Sell
2,753
-1,124
-29% -$115K 0.03% 329
2023
Q4
$297K Sell
3,877
-175
-4% -$13.4K 0.03% 273
2023
Q3
$304K Sell
4,052
-915
-18% -$68.6K 0.04% 227
2023
Q2
$355K Sell
4,967
-429
-8% -$30.7K 0.06% 181
2023
Q1
$340K Buy
5,396
+186
+4% +$11.7K 0.06% 185
2022
Q4
$303K Buy
5,210
+525
+11% +$30.5K 0.05% 192
2022
Q3
$236K Sell
4,685
-706
-13% -$35.6K 0.06% 208
2022
Q2
$297K Buy
5,391
+136
+3% +$7.49K 0.07% 186
2022
Q1
$283K Sell
5,255
-1,678
-24% -$90.4K 0.05% 285
2021
Q4
$332K Buy
6,933
+1,350
+24% +$64.6K 0.04% 256
2021
Q3
$301K Buy
5,583
+898
+19% +$48.4K 0.04% 268
2021
Q2
$272K Buy
+4,685
New +$272K 0.04% 278