Evercore Wealth Management’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-25,425
| Closed | -$465K | – | 1014 |
|
|
2015
Q3 | $465K | Buy |
25,425
+10,100
| +66% | +$185K | 0.02% | 263 |
|
|
2015
Q2 | $273K | Buy |
15,325
+3,100
| +25% | +$55.2K | 0.01% | 373 |
|
|
2015
Q1 | $235K | Buy |
12,225
+3,125
| +34% | +$60.1K | 0.01% | 387 |
|
|
2014
Q4 | $191K | Hold |
9,100
| – | – | 0.01% | 368 |
|
|
2014
Q3 | $173K | Buy |
9,100
+3,100
| +52% | +$58.9K | 0.01% | 422 |
|
|
2014
Q2 | $102K | Buy |
+6,000
| New | +$102K | 0.01% | 505 |
|