BerganKDV Wealth Management’s BWX Technologies BWXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$3.75K Sell
2023
Q1
$9.09K Buy
2022
Q4
$3.03K Hold
2022
Q3
$3K Sell
2022
Q2
$10K Hold
2022
Q1
$10K Hold
2021
Q4
$9K Buy
2021
Q3
$10K Hold
2021
Q2
$11K Hold
2021
Q1
$12K Hold
2020
Q4
$11K Buy
2020
Q3
$3K Sell
2020
Q2
$8K Buy
2020
Q1
$1K Hold
2019
Q4
$1K Buy