Envestnet Portfolio Solutions’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,452
| Closed | -$273K | – | 1571 |
|
|
2024
Q4 | $273K | Buy |
2,452
+245
| +11% | +$27.3K | ﹤0.01% | 1548 |
|
|
2024
Q3 | $240K | Buy |
+2,207
| New | +$240K | ﹤0.01% | 1551 |
|
|
2024
Q2 | – | Sell |
-4,731
| Closed | -$485K | – | 1636 |
|
|
2024
Q1 | $485K | Sell |
4,731
-218
| -4% | -$22.4K | ﹤0.01% | 1135 |
|
|
2023
Q4 | $380K | Sell |
4,949
-117
| -2% | -$8.98K | ﹤0.01% | 1175 |
|
|
2023
Q3 | $380K | Buy |
+5,066
| New | +$380K | ﹤0.01% | 1111 |
|