Carroll Financial Associates’s Badger Meter BMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$111K Hold
1,042
0.01% 507
2021
Q3
$105K Hold
1,042
0.01% 527
2021
Q2
$102K Sell
1,042
-108
-9% -$10.6K 0.01% 576
2021
Q1
$107K Hold
1,150
0.01% 547
2020
Q4
$108K Hold
1,150
0.01% 503
2020
Q3
$75K Hold
1,150
0.01% 544
2020
Q2
$72K Hold
1,150
0.01% 552
2020
Q1
$61K Hold
1,150
0.01% 531
2019
Q4
$74K Sell
1,150
-83
-7% -$5.34K 0.01% 566
2019
Q3
$66K Hold
1,233
0.01% 578
2019
Q2
$73K Buy
1,233
+83
+7% +$4.91K 0.01% 551
2019
Q1
$63K Hold
1,150
0.01% 520
2018
Q4
$56K Hold
1,150
0.01% 471
2018
Q3
$60K Sell
1,150
-50
-4% -$2.61K 0.01% 471
2018
Q2
$53K Hold
1,200
0.01% 486
2018
Q1
$56K Hold
1,200
0.01% 467
2017
Q4
$57K Hold
1,200
0.01% 460
2017
Q3
$60K Hold
1,200
0.01% 454
2017
Q2
$47K Hold
1,200
0.01% 508
2017
Q1
$44K Buy
+1,200
New +$44K 0.01% 501