Buckingham Strategic Wealth’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,658
| Closed | -$285K | – | 417 |
|
|
2020
Q1 | $285K | Sell |
18,658
-11,177
| -37% | -$171K | 0.03% | 349 |
|
|
2019
Q4 | $860K | Hold |
29,835
| – | – | 0.08% | 174 |
|
|
2019
Q3 | $820K | Hold |
29,835
| – | – | 0.09% | 167 |
|
|
2019
Q2 | $856K | Hold |
29,835
| – | – | 0.09% | 164 |
|
|
2019
Q1 | $871K | Hold |
29,835
| – | – | 0.11% | 150 |
|
|
2018
Q4 | $857K | Hold |
29,835
| – | – | 0.13% | 133 |
|
|
2018
Q3 | $936K | Hold |
29,835
| – | – | 0.14% | 126 |
|
|
2018
Q2 | $959K | Hold |
29,835
| – | – | 0.16% | 123 |
|
|
2018
Q1 | $963K | Hold |
29,835
| – | – | 0.19% | 119 |
|
|
2017
Q4 | $1.03M | Hold |
29,835
| – | – | 0.21% | 99 |
|
|
2017
Q3 | $1.1M | Hold |
29,835
| – | – | 0.26% | 87 |
|
|
2017
Q2 | $932K | Hold |
29,835
| – | – | 0.22% | 103 |
|
|
2017
Q1 | $1.03M | Hold |
29,835
| – | – | 0.3% | 74 |
|
|
2016
Q4 | $970K | Hold |
29,835
| – | – | 0.31% | 66 |
|
|
2016
Q3 | $707K | Hold |
29,835
| – | – | 0.24% | 87 |
|
|
2016
Q2 | $658K | Hold |
29,835
| – | – | 0.22% | 89 |
|
|
2016
Q1 | $584K | Buy |
29,835
+11,237
| +60% | +$220K | 0.19% | 96 |
|
|
2015
Q4 | $369K | Hold |
18,598
| – | – | 0.12% | 117 |
|
|
2015
Q3 | $340K | Buy |
+18,598
| New | +$340K | 0.12% | 123 |
|