CAPTRUST Financial Advisors’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
Q2 | $603K | Buy |
|
|||||
|
2025
Q1 | $503K | Buy |
|
|||||
|
2024
Q4 | $514K | Buy |
|
|||||
|
2024
Q3 | $494K | Sell |
|
|||||
|
2024
Q2 | $419K | Sell |
|
|||||
|
2024
Q1 | $434K | Sell |
|
|||||
|
2023
Q4 | $517K | Sell |
|
|||||
|
2023
Q3 | $428K | Buy |
|
|||||
|
2023
Q2 | $410K | Sell |
|
|||||
|
2023
Q1 | $421K | Buy |
|
|||||
|
2022
Q4 | $492K | Buy |
|
|||||
|
2022
Q3 | $482K | Hold |
|
|||||
|
2022
Q2 | $514K | Hold |
|
|||||
|
2022
Q1 | $560K | Hold |
|
|||||
|
2021
Q4 | $544K | Hold |
|
|||||
|
2021
Q3 | $487K | Buy |
|