Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $860K | Hold |
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|
2019
Q3 | $820K | Hold |
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|
2019
Q2 | $856K | Hold |
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|
2019
Q1 | $871K | Hold |
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|
2018
Q4 | $857K | Hold |
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|
2018
Q3 | $936K | Hold |
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|
2018
Q2 | $959K | Hold |
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|
2018
Q1 | $963K | Hold |
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|
2017
Q4 | $1.02M | Hold |
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|
2017
Q3 | $1.1M | Hold |
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|
2017
Q2 | $932K | Hold |
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|
2017
Q1 | $1.03M | Hold |
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|
2016
Q4 | $970K | Hold |
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|
2016
Q3 | $707K | Hold |
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|
2016
Q2 | $658K | Hold |
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|
2016
Q1 | $584K | Buy |
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|
2015
Q4 | $369K | Hold |
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|
2015
Q3 | $340K | Buy |
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