Berman Capital Advisors’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Sell |
74
-20
| -21% | -$811 | ﹤0.01% | 1563 |
|
|
2021
Q2 | $5K | Hold |
94
| – | – | ﹤0.01% | 1333 |
|
|
2021
Q1 | $6K | Sell |
94
-4
| -4% | -$255 | ﹤0.01% | 1196 |
|
|
2020
Q4 | $5K | Buy |
98
+4
| +4% | +$204 | ﹤0.01% | 1128 |
|
|
2020
Q3 | $5K | Sell |
94
-46
| -33% | -$2.45K | ﹤0.01% | 1024 |
|
|
2020
Q2 | $7K | Buy |
140
+35
| +33% | +$1.75K | ﹤0.01% | 867 |
|
|
2020
Q1 | $5K | Sell |
105
-301
| -74% | -$14.3K | ﹤0.01% | 869 |
|
|
2019
Q4 | $24K | Buy |
406
+1
| +0.2% | +$59 | 0.01% | 477 |
|
|
2019
Q3 | $23K | Hold |
405
| – | – | 0.01% | 470 |
|
|
2019
Q2 | $20K | Sell |
405
-3,814
| -90% | -$188K | 0.01% | 512 |
|
|
2019
Q1 | $207K | Buy |
4,219
+1,597
| +61% | +$78.4K | 0.07% | 123 |
|
|
2018
Q4 | $98K | Buy |
+2,622
| New | +$98K | 0.04% | 176 |
|