Carson Wealth (CWM LLC)’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 | $22K | Buy |
606
+149
| +33% | +$5.41K | ﹤0.01% | 3836 |
|
|
2025
Q1 | $14K | Buy |
457
+214
| +88% | +$6.56K | ﹤0.01% | 3901 |
|
|
2024
Q4 | $8K | Buy |
243
+1
| +0.4% | +$33 | ﹤0.01% | 3974 |
|
|
2024
Q3 | $7K | Buy |
242
+84
| +53% | +$2.43K | ﹤0.01% | 3920 |
|
|
2024
Q2 | $4K | Buy |
158
+89
| +129% | +$2.25K | ﹤0.01% | 3932 |
|
|
2024
Q1 | $2K | Buy |
69
+2
| +3% | +$58 | ﹤0.01% | 3941 |
|
|
2023
Q4 | $2K | Buy |
67
+11
| +20% | +$328 | ﹤0.01% | 3781 |
|
|
2023
Q3 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 3932 |
|