Bank of Montreal’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,502
| Closed | -$657K | – | 3367 |
|
|
2023
Q2 | $657K | Buy |
+25,502
| New | +$657K | ﹤0.01% | 2077 |
|
|
2023
Q1 | – | Sell |
-19,744
| Closed | -$611K | – | 3468 |
|
|
2022
Q4 | $611K | Buy |
+19,744
| New | +$611K | ﹤0.01% | 2126 |
|
|
2021
Q2 | – | Sell |
-141
| Closed | -$4K | – | 3651 |
|
|
2021
Q1 | $4K | Sell |
141
-845
| -86% | -$24K | ﹤0.01% | 4296 |
|
|
2020
Q4 | $19K | Buy |
986
+681
| +223% | +$13.1K | ﹤0.01% | 3950 |
|
|
2020
Q3 | $5K | Sell |
305
-201
| -40% | -$3.3K | ﹤0.01% | 3983 |
|
|
2020
Q2 | $7K | Buy |
+506
| New | +$7K | ﹤0.01% | 3942 |
|
|
2020
Q1 | – | Sell |
-831
| Closed | -$24K | – | 3788 |
|
|
2019
Q4 | $24K | Buy |
831
+248
| +43% | +$7.16K | ﹤0.01% | 3675 |
|
|
2019
Q3 | $16K | Buy |
583
+35
| +6% | +$961 | ﹤0.01% | 3696 |
|
|
2019
Q2 | $16K | Buy |
+548
| New | +$16K | ﹤0.01% | 3820 |
|
|
2019
Q1 | – | Sell |
-84
| Closed | -$2K | – | 3900 |
|
|
2018
Q4 | $2K | Buy |
84
+42
| +100% | +$1K | ﹤0.01% | 3976 |
|
|
2018
Q3 | $1K | Sell |
42
-2
| -5% | -$48 | ﹤0.01% | 4160 |
|
|
2018
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 4156 |
|