BerganKDV Wealth Management’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.75K | Sell |
52
-92
| -64% | -$6.63K | ﹤0.01% | 633 |
|
|
2023
Q1 | $9.09K | Buy |
144
+92
| +177% | +$5.81K | ﹤0.01% | 618 |
|
|
2022
Q4 | $3.03K | Hold |
52
| – | – | ﹤0.01% | 751 |
|
|
2022
Q3 | $3K | Sell |
52
-134
| -72% | -$7.73K | ﹤0.01% | 743 |
|
|
2022
Q2 | $10K | Hold |
186
| – | – | ﹤0.01% | 588 |
|
|
2022
Q1 | $10K | Hold |
186
| – | – | ﹤0.01% | 606 |
|
|
2021
Q4 | $9K | Buy |
186
+1
| +0.5% | +$48 | ﹤0.01% | 673 |
|
|
2021
Q3 | $10K | Hold |
185
| – | – | ﹤0.01% | 633 |
|
|
2021
Q2 | $11K | Hold |
185
| – | – | ﹤0.01% | 587 |
|
|
2021
Q1 | $12K | Hold |
185
| – | – | ﹤0.01% | 553 |
|
|
2020
Q4 | $11K | Buy |
185
+134
| +263% | +$7.97K | ﹤0.01% | 550 |
|
|
2020
Q3 | $3K | Sell |
51
-84
| -62% | -$4.94K | ﹤0.01% | 632 |
|
|
2020
Q2 | $8K | Buy |
135
+116
| +611% | +$6.87K | ﹤0.01% | 561 |
|
|
2020
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 797 |
|
|
2019
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 829 |
|