EverSource Wealth Advisors’s Bridgewater Bancshares BWB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.8K Buy
740
+675
+1,038% +$10.7K ﹤0.01% 2690
2025
Q1
$903 Buy
65
+13
+25% +$181 ﹤0.01% 3267
2024
Q4
$703 Hold
52
﹤0.01% 3080
2024
Q3
$737 Hold
52
﹤0.01% 2782
2024
Q2
$718 Hold
52
﹤0.01% 2805
2024
Q1
$566 Hold
52
﹤0.01% 2686
2023
Q4
$703 Sell
52
-132
-72% -$1.79K ﹤0.01% 2460
2023
Q3
$1.74K Buy
+184
New +$1.74K ﹤0.01% 2049