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Cornerstone Planning Group’s Bankwell Financial Group BWFG Stock Holding History

Cornerstone Planning Group’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$673 Hold
17
– – ﹤0.01% 1214
2025
Q1 		$517 Hold
17
– – ﹤0.01% 1293
2024
Q4 		$517 Hold
17
– – ﹤0.01% 1124
2024
Q3 		$490 Hold
17
– – ﹤0.01% 1091
2024
Q2 		$426 Buy
+17
New +$426 ﹤0.01% 1098