Carroll Financial Associates’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 1418 |
|
|
2021
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 1401 |
|
|
2021
Q2 | $4K | Sell |
82
-34
| -29% | -$1.66K | ﹤0.01% | 1469 |
|
|
2021
Q1 | $7K | Buy |
116
+11
| +10% | +$664 | ﹤0.01% | 1289 |
|
|
2020
Q4 | $6K | Buy |
105
+1
| +1% | +$57 | ﹤0.01% | 1218 |
|
|
2020
Q3 | $5K | Hold |
104
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q2 | $5K | Hold |
104
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q1 | $5K | Sell |
104
-122
| -54% | -$5.87K | ﹤0.01% | 1114 |
|
|
2019
Q4 | $14K | Hold |
226
| – | – | ﹤0.01% | 963 |
|
|
2019
Q3 | $12K | Sell |
226
-19
| -8% | -$1.01K | ﹤0.01% | 944 |
|
|
2019
Q2 | $12K | Hold |
245
| – | – | ﹤0.01% | 945 |
|
|
2019
Q1 | $12K | Buy |
245
+1
| +0.4% | +$49 | ﹤0.01% | 886 |
|
|
2018
Q4 | $9K | Hold |
244
| – | – | ﹤0.01% | 877 |
|
|
2018
Q3 | $15K | Buy |
244
+5
| +2% | +$307 | ﹤0.01% | 782 |
|
|
2018
Q2 | $14K | Hold |
239
| – | – | ﹤0.01% | 780 |
|
|
2018
Q1 | $15K | Buy |
239
+207
| +647% | +$13K | ﹤0.01% | 734 |
|
|
2017
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1161 |
|
|
2017
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1124 |
|
|
2016
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1086 |
|
|
2016
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1102 |
|
|
2016
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1091 |
|
|
2016
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1072 |
|
|
2015
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1032 |
|
|
2015
Q3 | $0 | Buy |
+32
| New | – | ﹤0.01% | 1083 |
|