Capital Advisors Ltd’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
2025
Q3
$20K Hold
2025
Q2
$17K Hold
2025
Q1
$14K Hold
2024
Q4
$14K Hold
2024
Q3
$14K Hold
2024
Q2
$12K Buy
2024
Q1
$5K Hold
2023
Q4
$5K Hold
2023
Q3
$4K Hold
2023
Q2
$4K Buy
2023
Q1
$3K Buy