Commonwealth Equity Services’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 | $2.54M | Buy |
70,464
+8,097
| +13% | +$292K | ﹤0.01% | 1810 |
|
|
2025
Q1 | $1.88M | Buy |
+62,367
| New | +$1.88M | ﹤0.01% | 1952 |
|
|
2021
Q2 | – | Sell |
-11,759
| Closed | -$316K | – | 3532 |
|
|
2021
Q1 | $316K | Buy |
11,759
+68
| +0.6% | +$1.83K | ﹤0.01% | 2717 |
|
|
2020
Q4 | $228K | Buy |
11,691
+90
| +0.8% | +$1.76K | ﹤0.01% | 2806 |
|
|
2020
Q3 | $164K | Buy |
11,601
+102
| +0.9% | +$1.44K | ﹤0.01% | 2787 |
|
|
2020
Q2 | $182K | Sell |
11,499
-1,754
| -13% | -$27.8K | ﹤0.01% | 2633 |
|
|
2020
Q1 | $202K | Buy |
13,253
+55
| +0.4% | +$838 | ﹤0.01% | 2388 |
|
|
2019
Q4 | $380K | Buy |
13,198
+50
| +0.4% | +$1.44K | ﹤0.01% | 2117 |
|
|
2019
Q3 | $361K | Buy |
13,148
+56
| +0.4% | +$1.54K | ﹤0.01% | 2078 |
|
|
2019
Q2 | $375K | Buy |
13,092
+48
| +0.4% | +$1.38K | ﹤0.01% | 2024 |
|
|
2019
Q1 | $380K | Buy |
13,044
+46
| +0.4% | +$1.34K | ﹤0.01% | 1973 |
|
|
2018
Q4 | $373K | Buy |
12,998
+45
| +0.3% | +$1.29K | ﹤0.01% | 1862 |
|
|
2018
Q3 | $406K | Buy |
12,953
+42
| +0.3% | +$1.32K | ﹤0.01% | 1933 |
|
|
2018
Q2 | $415K | Buy |
12,911
+43
| +0.3% | +$1.38K | ﹤0.01% | 1885 |
|
|
2018
Q1 | $415K | Buy |
12,868
+40
| +0.3% | +$1.29K | ﹤0.01% | 1838 |
|
|
2017
Q4 | $441K | Buy |
12,828
+22
| +0.2% | +$756 | ﹤0.01% | 1775 |
|
|
2017
Q3 | $473K | Buy |
12,806
+24
| +0.2% | +$886 | ﹤0.01% | 1649 |
|
|
2017
Q2 | $399K | Buy |
12,782
+5,498
| +75% | +$172K | ﹤0.01% | 1716 |
|
|
2017
Q1 | $250K | Sell |
7,284
-8,324
| -53% | -$286K | ﹤0.01% | 1994 |
|
|
2016
Q4 | $507K | Buy |
15,608
+33
| +0.2% | +$1.07K | ﹤0.01% | 1401 |
|
|
2016
Q3 | $369K | Buy |
15,575
+31
| +0.2% | +$734 | ﹤0.01% | 1570 |
|
|
2016
Q2 | $343K | Buy |
15,544
+32
| +0.2% | +$706 | ﹤0.01% | 1578 |
|
|
2016
Q1 | $304K | Buy |
15,512
+1,896
| +14% | +$37.2K | ﹤0.01% | 1627 |
|
|
2015
Q4 | $270K | Buy |
13,616
+35
| +0.3% | +$694 | ﹤0.01% | 1674 |
|
|
2015
Q3 | $248K | Hold |
13,581
| – | – | ﹤0.01% | 1684 |
|
|
2015
Q2 | $242K | Hold |
13,581
| – | – | ﹤0.01% | 1788 |
|
|
2015
Q1 | $262K | Buy |
+13,581
| New | +$262K | ﹤0.01% | 1724 |
|