Covestor’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 | – | Sell |
-25
| Closed | -$1K | – | 2228 |
|
|
2025
Q1 | $1K | Sell |
25
-15
| -38% | -$600 | ﹤0.01% | 1927 |
|
|
2024
Q4 | $1K | Sell |
40
-42
| -51% | -$1.05K | ﹤0.01% | 1988 |
|
|
2024
Q3 | $2K | Sell |
82
-1
| -1% | -$24 | ﹤0.01% | 1791 |
|
|
2024
Q2 | $2K | Buy |
83
+19
| +30% | +$458 | ﹤0.01% | 1829 |
|
|
2024
Q1 | $2K | Sell |
64
-1
| -2% | -$31 | ﹤0.01% | 1831 |
|
|
2023
Q4 | $2K | Sell |
65
-29
| -31% | -$892 | ﹤0.01% | 1826 |
|
|
2023
Q3 | $2K | Sell |
94
-17
| -15% | -$362 | ﹤0.01% | 1793 |
|
|
2023
Q2 | $3K | Sell |
111
-52
| -32% | -$1.41K | ﹤0.01% | 1748 |
|
|
2023
Q1 | $4K | Buy |
163
+45
| +38% | +$1.1K | ﹤0.01% | 1590 |
|
|
2022
Q4 | $3K | Buy |
118
+113
| +2,260% | +$2.87K | ﹤0.01% | 1675 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2017 |
|