Bourgeon Capital Management’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $85K | Sell |
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|
2020
Q3 | $118K | Buy |
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|
2020
Q2 | $83K | Buy |
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|
2020
Q1 | $76K | Hold |
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|
2019
Q4 | $144K | Sell |
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|
2019
Q3 | $154K | Buy |
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