Capital Advisors Ltd’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
458
| – | – | ﹤0.01% | 663 |
|
|
2025
Q1 | $14K | Hold |
458
| – | – | ﹤0.01% | 687 |
|
|
2024
Q4 | $14K | Hold |
458
| – | – | ﹤0.01% | 697 |
|
|
2024
Q3 | $14K | Hold |
458
| – | – | ﹤0.01% | 693 |
|
|
2024
Q2 | $12K | Buy |
458
+281
| +159% | +$7.36K | ﹤0.01% | 705 |
|
|
2024
Q1 | $5K | Hold |
177
| – | – | ﹤0.01% | 866 |
|
|
2023
Q4 | $5K | Hold |
177
| – | – | ﹤0.01% | 819 |
|
|
2023
Q3 | $4K | Hold |
177
| – | – | ﹤0.01% | 861 |
|
|
2023
Q2 | $4K | Buy |
177
+57
| +48% | +$1.29K | ﹤0.01% | 869 |
|
|
2023
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 791 |
|