Bourgeon Capital Management’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,710
| Closed | -$261K | – | 287 |
|
|
2022
Q1 | $261K | Sell |
7,710
-969
| -11% | -$32.8K | 0.06% | 87 |
|
|
2021
Q4 | $285K | Hold |
8,679
| – | – | 0.06% | 95 |
|
|
2021
Q3 | $255K | Hold |
8,679
| – | – | 0.05% | 98 |
|
|
2021
Q2 | $240K | Hold |
8,679
| – | – | 0.05% | 104 |
|
|
2021
Q1 | $234K | Buy |
8,679
+4,329
| +100% | +$117K | 0.05% | 107 |
|
|
2020
Q4 | $85K | Sell |
4,350
-4,000
| -48% | -$78.2K | 0.02% | 127 |
|
|
2020
Q3 | $118K | Buy |
8,350
+3,100
| +59% | +$43.8K | 0.04% | 103 |
|
|
2020
Q2 | $83K | Buy |
5,250
+250
| +5% | +$3.95K | 0.03% | 98 |
|
|
2020
Q1 | $76K | Hold |
5,000
| – | – | 0.04% | 89 |
|
|
2019
Q4 | $144K | Sell |
5,000
-600
| -11% | -$17.3K | 0.07% | 82 |
|
|
2019
Q3 | $154K | Buy |
+5,600
| New | +$154K | 0.08% | 75 |
|